We know that tackling your financial future takes courage and perseverance today.
That’s why we help make the process simple for you in 3 easy steps:
1) CALL for a phone appointment so I can understand what’s important to you.
2) SEND us your financial documents to help me understand where you are currently.
3) MEET to create a customized strategy that will help you reach your goals.
How do we help accomplish these important goals with you?
First, we listen to you, finding out what is most important to you, and ensuring you feel understood, informed and secure in your financial decisions. Then, I partner with you, building a personalized strategy using a process established over the past 60 years with Edward Jones clients to help keep you on track to reach your goals.
Since 2005, our joy has come from guiding local families, helping them move from unsure and worried about their financial life to confident and secure.
We are part of your team. This is why we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that makes the most of everyone's expertise.
I live locally with my wife, Rachael, and two children, Sophia and Jenison. Cycling is a passion of mine, so I may see you on the local roads or trails! After teaching high school Spanish for five years in AK and WA, I was excited to find a vocation that allowed me to keep teaching and changing lives for the better. My passion is to understand your perspective by answering all of your questions promptly and patiently, and providing you with a confident and secure financial life.
Pam has three grown children and three grandchildren. She enjoys hiking, knitting and zentangle. Pam’s passion is providing proactive, positive and knowledgeable support.
Taura has three grown children and three grandchildren. With her Aloha Spirit and quick humor, she is dedicated to helping clients stay on track with a myriad of tasks.
- Charitable Giving
- Retirement Income Strategies
- Insurance & Annuities
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Office Address5619 Scotts Valley Dr Ste 120
Scotts Valley, CA 95066
Phone NumberZach Brown at (831) 438-2778
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