My branch office administrator, Pam, and I feel very fortunate. Every day we get to come to "work" and associate with our friends and family. For us, our profession is about much more than retirement accounts and financial strategies. We're in it for the relationships. We have always had a genuine curiosity and interest in improving the lives of our clients.
If you're currently one of the 270 families we work with across the country, thank you for allowing us to serve you. If you're considering becoming a client of our branch, we welcome the opportunity to meet with you face to face, by phone or by web conference to learn more about you. I can promise you that our focus will be on what's most important to you and will include a comprehensive and holistic strategy to help you get where you want to go. I can also promise you world-class service, with consistent proactive contact, a clear understanding of how and why you're invested, and transparency with how we are compensated for our services.
Outside of Edward Jones, Pam and I stay very active with our families and communities. This year, my wife, Carolyn, and I will celebrate 16 years of marriage. We are the parents of six children; five boys, and most recently (and finally) our little girl, Ruby! We enjoy exercise, hiking, classic cars and world travel. Pam has been married to her husband, John, for 47 years. She and John are active volunteers in their church, and also have enjoyed some great trips around the world. Pam's real passion though, as I'm sure she'll tell you, is working with our clients. It's the reason she's still here after almost 31 years!
Pam and I consider ourselves a great team. We have an established process for helping clients consolidate and simplify the financial aspects of their lives. If this sounds like something you could benefit from and want to work with a team that prioritizes relationships, please contact our branch. We look forward to meeting you!
My Personal Interests
- Spending Time with Family
- Car Restoration
- Personal Fitness
- Health & Nutrition
Phone NumberSteve Dail Jr at (360) 687-6871
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