As your Edward Jones branch team, we believe it's important to invest our time understanding what you are working toward before you invest your money. Working closely with your CPA, attorney and other professionals, we add value by using our established 5-step process to determine the most appropriate personalized financial strategy, while partnering with you and your family over the long term, to help achieve all of your financial goals.I began my Edward Jones career following the completion of a Financial Consultant internship with D.A. Davidson & Co. in 2006. Prior to heading into the workforce, I attended Washington State University and graduated magna cum laude from the WSU Honors College with a bachelor's degree in business administration, with majors in finance and business management. I have continued growing my professional knowledge by earning the AAMS™ designation in 2010, the CFP® certification in 2012 and ChFC® designation in 2021.Jenifer Champlin has been my Branch Office Administrator since 2020. She is dedicated to providing you with the highest level of customer service possible. Any administrative questions or concerns are handled promptly and professionally by her.High level customer satisfaction and personalized service is what drives us. That service element is why I serve on the board of directors of Junior Achievement of Washington in Spokane. I regularly volunteer in classrooms to teach students about the importance of financial literacy.Outside work, my world centers around spending time with family, especially my children, Lily and Graham. I also enjoy being outdoors; hunting, hiking, golfing and WSU football games!All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. We strive to provide a clear and valuable financial perspective, so you can make informed and financially sound decisions. Please contact us to discuss your situation and best options.