Edward Jones became my professional home starting in 2017. Becoming a financial advisor has been a purposeful extension of my career as an actuary, formerly working with large company pension and retirement systems. Edward Jones allows me to now bring my knowledge to serve individual investors as they aim to accomplish their personal financial goals. It is very fulfilling to partner with, organize, coach, educate and support people in their financial journeys.
From the outset, I aimed to open a rural-based branch office to serve the community of King County near Ravensdale and Hobart, where my family moved in 2011. I also actively serve clients from throughout the Puget Sound area after living for years on Queen Anne and working in downtown Seattle. It’s a special pleasure to operate from a building with a unique local history, as it was once home to the Ravensdale post office. Clients can expect a partnership of honesty, transparency, resiliency and caring when building and nurturing their most important financial goals within my branch.
To further support my clients' goals, Michelle Millar was invited to join the branch in June 2021 as the Branch Office Administrator. She has lived in the area since 2009 and previously worked 13 years with Costco Wholesale.
Educationally, I earned a bachelor's degree in business administration and economics from Boise State University, with an emphasis in French, while also competing on their blue track as a sprinter. I’m also an AAMS® professional.
My husband, Bryan, and I have two sons, Dominic and Adam. We enjoy our family and friends, our community and our critters – two dogs, a cat and a horse (and an occasional pig, sheep and chickens). I am an active member of the Maple Valley Rotary Club, the Maple Valley Black Diamond Chamber of Commerce and other local organizations serving the greater Ravensdale area and beyond and have recently completed serving as an elected school director on the Tahoma School District board (2017-2022).
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Community Outreach
Phone NumberValerie Paganelli at (425) 358-7274
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