As an Edward Jones financial advisor, I believe it's important to invest the time it takes to understand what is most important to you and your family. In doing so, I can help to determine the most appropriate strategy.
I joined Edward Jones in 2004 and opened my branch office in Walla Walla. Since then, I have become a limited partner in the firm. However, my passion for investing began very early in life and led to my studying economics in college.
My family moved from Seattle to Walla Walla in 2000. I live here with my wife and three children, although they are here less and less as they move through their college years.
Being involved in the community is important to me. Below are some of the organizations I have been involved with:
- Walla Walla Public Schools board member and past president
- Walla Walla Noon Rotary Club
- Walla Walla Rotary Tree Planting committee chairman
- Blue Mountain Humane Society board member and past president
- Junior Achievement of WA classroom instructor
My Sr. Branch Office Administrator is Barb Heinen. Barb has worked with Edward Jones for over 10 years. She and her husband, Dave, recently moved to Walla Walla from Seattle. They are looking forward to exploring the area and enjoy camping and being outdoors. Their two sons are both attending college.
We look forward to talking with you to determine how we can help you achieve your goals. Please contact us today.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
My Personal Interests
Office Address320 W Main St
Walla Walla, WA 99362 opens in a new window
Phone NumberSam Wells at (509) 529-3511
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