Bothell WA SELF topics

Edward Jones Financial Advisor for Bothell WA

I help people plan for their financial security in Bothell WA

Welcome to Edward Jones!

As a financial advisor, I work closely with my clients to learn about their goals and dreams, whether planning for retirement, saving for college education or building a nest egg for those left behind. Partnering together, I adjust and adapt to fit their evolving needs to help make those dreams a reality.

I have always felt that building trust with my clients is the key to a strong relationship. After graduating from Western Connecticut State University, I worked as a corporate relocation specialist for 13 years. I guided and supported my clients and their families as they moved from their home to new cities across the US and around the world.

I entered the financial world 10 years ago where I worked as both a personal and business banker. I continued to build strong relationships with my clients as I worked to find the best financial solutions to fit their needs. I soon realized that the best way I could accomplish that was as a financial advisor. I am grateful to join a fantastic team, here at Edward Jones, that gives me the best opportunity truly make positive impacts in people's lives.

I work hard for my clients so I can support my wonderful family. I married my wife, and best friend, Marla, 21 years ago. Our son, Will, and our daughter, Cayley, are the best parts of our lives. No family is complete without its fuzzy members and we love our dog, Rex, and our little guinea pig, Fred! In my free time, I love to cook, hike and play ice hockey. I also coach youth hockey and high school teams.

Download FREE Tips  

 
 

EDWARD JONES FINANCIAL ADVISOR FOR Bothell WA

CALL Schedule (623) 544-1399 or Email to SCHEDULE A COMPLIMENTARY CONSULTATION



A life spent making mistakes is not only more honorable but more useful than a life spent doing nothing.
George Bernard Shaw

 




 

more self

Bothell WA Veteran Counselor Workshop
Bothell WA Veteran Counselor Workshop
Created for Veteran Counselors near Bothell WA, this workshop is a very interactive and participatory event. You'll finish each session with unexpected insights from thought provoking experiences. The Scotomaville workshop is in-person, and highly interactive. It is filled...

Bothell WA Christian Women's Coach Irene Salazar
Bothell WA Christian Women's Coach Irene Salazar
You might be feeling the weight of the world in Bothell WA. My seven-step signature program of personalized one-on-one sessions will guide you through a journey of self-awareness, acceptance, and transformation. From how your childhood role models and life experiences buil...

Life Coaching for Special Needs Moms in Bothell WA
Life Coaching for Special Needs Moms in Bothell WA
Life Coaching for Special Needs Mom in Bothell WA by Jennifer Wren Tolo, RN, MA, CPT, PRM. Jennifer helps mothers of children with special challenges in Bothell WA find calm in the chaos of life while reclaiming their health and happiness as whole health educator an...