Our approach is simple: We focus on understanding your personal goals in order to create a tailored financial strategy. This established process has been proven through the identification of our clients' goals, regular communication and partnership to monitor and deliver a comprehensive strategy.
We work with clients across 15 states including:
- Families seeking guidance on establishing generational wealth
- Long-term individual investors
- Foundations and non-profit organizations
- Small/medium-sized business owners
In January 2021, I earned the Accredited Asset Management Specialist™ designation. This is awarded to individuals who successfully complete a professional education program, pass a final examination and commit to the code of ethics set by the College for Financial Planning.
My team includes two wonderful office administrators, Ashley Patterson and Rhonda Wittman. With combined experience of 25 years, Ashley and Rhonda are committed to providing the highest level of professional service.
As a second-generation Edward Jones financial advisor, being a part of our community is personally valued. I am involved in several local groups including serving as a board member for the Amani Center.
Additionally, I have spent the last eight years volunteering as an assistant varsity baseball coach at St. Helens High School after my playing career concluded at Pacific University.
For a complimentary review of the progress toward your financial goals, please call our office at (503) 397-1125.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Wealth Strategies
- Entrepreneurs & Business Owners
Office Address2504 Sykes Rd
St Helens, OR 97051 opens in a new window
Phone NumberTopher Mood at (503) 397-1125
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