Lyons OR STÖF

Edward Jones Financial Advisor for Lyons OR

I help people plan for their financial security in Lyons OR

Welcome to Edward Jones!

As a financial advisor, I work closely with my clients to learn about their goals and dreams, whether planning for retirement, saving for college education or building a nest egg for those left behind. Partnering together, I adjust and adapt to fit their evolving needs to help make those dreams a reality.

I have always felt that building trust with my clients is the key to a strong relationship. After graduating from Western Connecticut State University, I worked as a corporate relocation specialist for 13 years. I guided and supported my clients and their families as they moved from their home to new cities across the US and around the world.

I entered the financial world 10 years ago where I worked as both a personal and business banker. I continued to build strong relationships with my clients as I worked to find the best financial solutions to fit their needs. I soon realized that the best way I could accomplish that was as a financial advisor. I am grateful to join a fantastic team, here at Edward Jones, that gives me the best opportunity truly make positive impacts in people's lives.

I work hard for my clients so I can support my wonderful family. I married my wife, and best friend, Marla, 21 years ago. Our son, Will, and our daughter, Cayley, are the best parts of our lives. No family is complete without its fuzzy members and we love our dog, Rex, and our little guinea pig, Fred! In my free time, I love to cook, hike and play ice hockey. I also coach youth hockey and high school teams.

Download FREE Tips  

 
 

EDWARD JONES FINANCIAL ADVISOR FOR Lyons OR

CALL Schedule (623) 544-1399 or Email to SCHEDULE A COMPLIMENTARY CONSULTATION



You need to see yourself as already being and achieving your objectives.
Unknown

 




 

more stöf

K-9 Culture Dog Training for Lyons OR
K-9 Culture Dog Training for Lyons OR
We are Charles and Laura, Founders of K-9 Culture, Dog Training for Lyons OR. We believe a well-trained and well-mannered dog is just a joy to live with and we want to share that experience with all our clients (both humans and dogs!)....

Money Mentor for Lyons OR Enterprising Women
Money Mentor for Lyons OR Enterprising Women
Known as the “Money Mentor for Women,” Pamela Plick specializes in helping women find their money power in Lyons OR. Pamela is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Money Coach (CMC)™, Certified Divorce Financial Analyst™, and an Accredited Wealth Manage...

SCOTOMAVILLE 02.03 Lyons OR Expectations
SCOTOMAVILLE 02.03 Lyons OR Expectations
What you can expect about expectations is that they are strongly linked to your strengths - which are your coping mechanisms from your childhood wounds. Therefore they are absolutely strong indicators of patterns and habits that are ripe for adjustment. Have a look at your streng...