
We work with our clients in a long-term financial partnership by listening and understanding what's most important to them. By providing experienced and trusted guidance, we help our clients and their families realize their dreams and preserve their legacy.
Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.
My passion is to empower individuals to achieve their life goals and successfully reach their milestones.
After being in the financial services industry for over 17 years, I have found that my clients highly value the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them to confidently make decisions.
Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care for most, I take the time to identify each goal and develop the strategy to address it.
I joined Edward Jones in 2012 opening the firm's fourth branch office in Klamath Falls. Our branch is committed to upholding the highest ethical standards in serving our clients. My branch office administrator, Marisa Spehar, and I invite you to stop by and let us know how we can help you.
Cetera Advisors, LLC.
448 miles
Edward Jones - Financial Advisor: Michael A ...
506 miles
"Edward Jones is an investment firm that believes your financial goals deserve a...
Wells Fargo Bank
544 miles
They require you to have 10 transactions a month or have 1500$ daily min. Balance or ...
United Finance
1 km
Awesome staff. They new me by name on my second visit in there. Mike is a really nice...
Pacific Crest Federal Credit Union
2 km
Done with this place. Always went to Credit Unions cause they have always been bette...
Tom Keller - COUNTRY Financial representativ...
2 km
Want accurate facts, quotes, the best deals and great customer service/friend? Well t...
Cetera Advisors LLC
2 km
D.A. Davidson & Co.
3 km
Credit Bureau of Klamath County
3 km
mom was dying in the hospital was going to one day late manager said thats not her pr...
Edward Jones - Financial Advisor: Mike Nicho...
3 km
Edward Jones is a financial services firm dedicated to servicing the needs of individ...
Northwest Farm Credit Services
3 km
Received paperwork via email/online portal with loan breakdown, seemingly approved be...
Edward Jones - Financial Advisor: Steve Tipp...
5 km
"Edward Jones is an investment firm that believes your financial goals deserve a...to add Edward Jones - Financial Advisor: Meredith M Hoffman map to your website;