In my work, relationships are everything. The stronger our relationship with clients, the more in-depth our conversations are so that I completely understand what you value most. It's how I build a financial strategy tailored to your goals, your needs and your life – one encompassing your entire financial picture, no matter how complex.
With a written financial strategy, you can feel secure that your money is properly allocated for the future you envision. You can navigate through roadblocks, from a personal setback to sudden market drops. When others make emotional decisions with their life savings, you'll have a foundation to avoid reacting and instead focus on long-term goals. All the time, we're right here with you.
Kelly Vance and Val Staten (senior branch office administrators) and I have more than 50 years' combined experience. We bring different strengths and perspectives, enhancing our ability to serve the best interest of every client.
Our branch is well suited to serve families, from buying a first home to planning your retirement. We'll work with your CPA for tax-advantaged strategies, your attorney on estate needs and intergenerational family members to keep everyone informed and their best interests at heart.
My interest in this work began in fifth grade. We were asked to choose a job (I chose banker) and a stock to follow. The project peaked my interest and by college, I double majored in finance and accounting.
Our ties in our community run deep. Kelly and Val both have raised two children in Montesano, and Kelly currently serves as the Montesano School Board Chair. I am on the board of Family Promise of Grays Harbor for homeless families, and I volunteer as an Edward Jones regional leader, guiding Canadian branch teams in their service to clients. My wife and I have four children and enjoy travel, whiffle ball, hiking and skiing.
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
- Coaching Sports
Office Address302 S Sylvia St
Montesano, WA 98563 opens in a new window
Phone NumberSteve Poler at (360) 249-6602
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 02:00PM|
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