I am passionate about understanding what is important to my clients and designing personalized strategies to help them achieve their goals. I am deeply gratified by seeing that I've truly helped my clients achieve their life and financial goals. Michelle, my branch office administrator, shares in this desire to serve others as well.
My interest in sharing my knowledge with others led me to teach a college level personal finance class. I am energized by the opportunity to impart information to improve people's lives.
Edward Jones has provided me with the opportunity to work with serious, long-term investors in a variety of life stages, from early savers to those in retirement and thinking about transitioning their resources to the next generations. Each stage provides the opportunity for Michelle and me to get to know our clients' unique goals and strategize on the best way to get there. I enjoy regular strategy meetings with clients and see them as opportunities to deepen our relationship and make any necessary adjustments to our strategy as life dictates.
During 12 years in financial services, I've learned the importance of the client relationship and look forward to getting to know you.
My family and I enjoy outdoor activities like hiking and paddling our cedar strip canoe. I also enjoy attending our kid's baseball games and dance recitals.
Please call my office or email me directly to arrange a time to discuss your individual goals and circumstances and what matters most to you.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- New Investors
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Running
- Canoeing
- Hiking
- Traveling
Office Information
Phone Number
Peter Smart at (425) 353-2322- Michelle Cook
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
- Michelle Cook
- Sr. Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More