Prior to joining Edward Jones, and upon my own father passing, I quickly realized how important it is to plan for the future and prepare for the unexpected. Why do so many of us wait for a life event to realize we should have planned our future with a well thought out strategy?
As a second-generation Edward Jones advisor, I have tremendous passion for my firm and the ability to work one-on-one and face-to-face with my clients. As your Edward Jones advisor, I will take the time to understand what's important to you, help you explore the opportunities for your future as well prepare and protect your portfolio should an unexpected event take place.
I will start by understanding what is important to you and use an established process to build "personalized" strategies. Strategies that are unique to you! We will not only plan for your future but prepare for the unexpected. Regardless of the plan or strategy, I will partner with you throughout your lifetime to help you stay on track to meet your goals.
I build my business by treating clients with genuine concern for their financial goals. Relationships are key, and in my view, meeting face-to-face builds strong relationships. If you are searching for a financial advisor that cares about you reaching your goals, give me a call to experience a face-to-face meeting and a lifelong partnership. I would love to have you as part of the Edward Jones Family!
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberTheresa A Cann at (360) 693-2080
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