COVID-19 Impact

 

 

Description

Many of my clients come to me looking to not only plan for their futures, but for the people that come after them. Because leaving a legacy is important.

For me, working at Edward Jones is part of the legacy I’m trying to create in my own life. I’ve always known I wanted to go into finance. While I have other passions — I’m an avid horse rider and I love to cook — planning financial futures is in my blood.

Coming from a family that works in the industry, the relationships my parents built with their clients made a big impact during my formative years. I watched how having the right financial strategy made their significant events, like graduations, funerals, weddings and divorces, just a little bit easier.

It’s why I’m so passionate about helping my clients create a financial roadmap for a secure and comfortable future.

When you find yourself in a period of transition, thinking about retirement or wondering what to do after the death of a spouse, you want to know you have a partner who’s there for the long haul. That’s what I work to create with my clients: A relationship built on trust.

I always say that investing is about balance. Make sure you’re prepared for the future but remember to live for today as well. Using an established process, I work with my clients to build a proactive investment strategy designed to help meet their specific goals, while still enjoying the fruits of their labor now.

I couldn’t do what I do without the support of my branch office administrator, Trish. A loving mom, former pastor and experienced business professional, she believes in service to others above all else. It’s our shared dedication to family, the Stanwood and Camano Island community, and superior customer service that makes us such a great team.

Please contact us or stop by our office (across from Twin City Foods), to learn how we can work together to safeguard a lasting legacy for yourself and the people you love.

Focus Areas
Retirement Savings Strategies
Retirement Income Strategies
Estate & Legacy Strategies
Intergenerational Planning
Divorce Finances
Portfolio Reviews

Certifications
CRPC®

Branch Team
Tricia Heath
Branch Office Administrator

Location

10031 SR 532, Suite A, Stanwood, WA, USA

Follow us
Closed
Open hours today: 8:30 am - 5:00 pm
  • Monday

    8:30 am - 5:00 pm

  • Tuesday

    8:30 am - 5:00 pm

  • Wednesday

    8:30 am - 5:00 pm

  • Thursday

    8:30 am - 5:00 pm

  • Friday

    8:30 am - 5:00 pm

  • Saturday

    Closed

  • Sunday

    Closed

  • September 26, 2022 3:03 am local time

Contact business