As a financial advisor with Edward Jones, my primary role is to build lasting relationships with clients by developing personalized investment strategies based upon their individual financial needs and objectives. My area of focus is assisting clients with more complex needs.
I've been a financial advisor with Edward Jones for over 20 years and in the financial industry for 28 years. I accepted the offer of Edward Jones Regional Leader in 2021 and now oversee 46 branch teams in Tri-Cities, Walla Walla, Hermiston, La Grande and Pendleton. In addition to serving clients, I have a heart for our community and support local organizations including Soroptimist International of Pasco, Alzheimer's Association, Meals on Wheels and local Veteran's programs. I am also passionate about protecting seniors, especially those targeted in various incidents of fraud, and make it a priority to be a safe and educational resource.
I love spending time outdoors and a good hike relaxes me. I enjoy my husband's (of 33 years) company. We are blessed with two daughters, Kassie and Kaitlin, a son, Bryce, and grandsons, Cooper, Jackson, Caleb and Keidon and granddaughter, Zoey.
Our office is built on a foundation dedicated to serving the needs of individuals and the belief that the only way to do business is partnering on a one-on-one basis with our clients, providing personalized guidance, while always putting their interests first. We have an incredible team dedicated to this purpose that includes two full-time branch office administrators, Erica Clontz and Kendall Roberson, and one part-time office administrator, Colleen Lloyd.
We are genuinely interested in you, your family and accommodating your needs.
- Retirement Income Strategies
- Insurance & Annuities
- Charitable Giving
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Office Address767 Williams Blvd
Richland, WA 99354 opens in a new window
Phone NumberShelley Kennedy at (509) 946-7626
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