Before I became a financial advisor with Edward Jones, I was a client. I was able to see the impact of working closely with a financial advisor to help me set goals and keep me informed on how my investments supported those goals, both long and short term. That was almost 25 years ago. The world has changed a lot since then. Life has gotten more complex, and so has planning for your future.Our goal with each client is to make the complex simple. One way we do this is by identifying what is important to our clients and then prioritizing their unique needs, wants and wishes. The next step is putting strategies in place to accomplish these goals. As life happens, we may need to review and readjust our strategy. That is why we look for serious, long-term relationships with our clients.A little about our team: I grew up in rural north-central Washington. In 2004, I joined Edward Jones as a financial advisor in Omak, WA. In 2011, my wife and I relocated to the Pendleton area, living on a few acres northeast of town. As a member of the community, I think it is important to be involved and lend a hand where it is needed. I am trying to pass that spirit on to my two children. Over the years, I have served on various boards and volunteered with lots of organizations. Currently, I serve on the board of directors of the Pendleton Rotary Club and Pendleton Cattle Barons. My two client support team members, Allison and Amanda, have partnered with me for several years. They both have deep roots in this community and are passionate about providing a high level of service to our clients. We are constantly working to improve our knowledge and acumen so that we may serve our clients better and more deeply. Allison and Amanda both recently earned their Financial Paraplanner Qualified Professional™ designations, and I hold a CFP® certification.If you would like to know more about how our team may help you and the ones you care most about, please give us a call.