Financial Advisor, Edward Jones
Email: [email protected]
212 Rodeo Drive, Suite 810
Moscow, ID 83843
*Offering Monday through Saturday meetings in St. Maries and the surrounding area*
Some people are lucky to find their true calling in life. I am one of those fortunate people who has found it. I love what I do, and that I’m able to do it in beautiful North Idaho where I’ve lived for the past 30 years.
Prior to joining Edward Jones, I spent 21 years in forestry, road building, heavy equipment and custom homebuilding. I have been both the business owner and employee, holding positions in operations and finance. I came to Edward Jones in 2021 because I want to positively impact the lives of as many people as possible through comprehensive strategies, high quality investments and a long-term vision.
I focus on explaining the financial world in terms you can understand, and there are three main things I want my clients to walk out of my office knowing:
1. Why I’m suggesting a specific investment or strategy
2. What you may expect from it (volatility/return)
3. How much it’s going to cost
As a licensed financial advisor, I hold the Series 7 General Securities Representative and the Series 66 Uniform Combined State Law Examination registrations and insurance license. In addition, I hold life and health licenses and I am licensed in multiple states.
I am proud to serve a wide variety of clients whose goals range from saving for education expenses to growing wealth to planning and living a successful retirement. Many of my clients are also business owners. I work with other tax and legal professionals to help create strategies for business succession, asset growth and tax reduction.
I am especially passionate about guiding and empowering women in transition.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Let’s get started with a complimentary review of where you are at today and where you would like to be. Relationships are important and lives are busy – that’s why I’m happy to meet when it’s convenient for you.
Call me today to schedule a personalized appointment, office 208-883-4460 or mobile 208-755-5294.
St Joe Valley Credit Union
129 S 9th, St Maries, Idaho
Since 1959, SJVCU has been serving the residents of this community by promoting thrift and helping our members achieve their financial goals. Our membership area includes Benewah, Kootenai, Shoshone, Latah and Clearwater Counties.
We are 100% member owned, our Board of Directors, Committee Members, and staff are local residents, just like you.
St Joe Valley Credit Union offers a wide variety of financial services with a personal touch. Stop by our office, or visit our website to see how we can serve you.
Flat Creek Payments
Flat Creek Payments offers payment solutions and merchant services for every industry.
Whether you’re running a bar, restaurant, food truck, bridal shop, dealership, or any other small business, we can help you save money and grow your business.
Plus, our expert in-house support team is available 24/7. We are always just a text, call, or email away.