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Prior to working at Edward Jones, I served the country as a United States Marine. A summary of last week's market highlights and economic news. Most days, I can be found at my office or attending civic functions, but, of course, all work and no play would make Jack a dull man. We have 2 Edward Jones locations with hours of operation and phone number.
What stood out to me above other firms was the undeniable culture and relationships being built between financial advisors and clients. It didn't take me long to see that a name on a screen wasn't just another account. Behind the numbers and investments was a person with a story to tell and goals to accomplish. This is where my branch office administrator, Pauline, and I have been able to step in and listen to what's most important to our clients and prospective clients. In doing so, we aren't just able to help our clients achieve their goals, but we are able to build deeper relationships and friendships along the way.
Find your financial starting point
The services offered within this site are available exclusively through our U.S. financial advisors. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. While interviewing at different firms in anticipation of starting my career as a financial advisor, I noticed a unique quality about Edward Jones that became a major draw for me.
My team will work with you, your CPA and attorney confidentially to find out what is important to you. I have a process that Edward Jones has established to help you build a personalized financial strategy to achieve your goals. I'm licensed in 31 states and enjoy working with and meeting new people all over the country. Most importantly, my team will partner with you and your family to help you stay on track, not only in your lifetime but for generations to come. The values instilled in me from my time on our farm have shaped my career as a financial advisor.
Edward Jones - Mountain Home
Today, I work together with my branch team to help individuals, families and small businesses organize their financial lives and reach their goals. We begin this long-term journey by understanding what is most valuable to you and what goals drive your future. After we've established a foundation, we will work together with you and your family, using a process to tailor our advice. To further your experience at our branch, we closely work with your attorney and CPA to ensure your interest is at the forefront of every conversation.
Please note times may vary due to seasonal opening hours and extended store trading times. Outside the office, I enjoy spending time with my family – my wife, Jennika, and our three sons, Carter, Hudson and Max. Growing up on a small family farm in Idaho probably doesn't seem like the ideal background for a financial advisor. However, I was taught valuable lessons in hard work, helping others and managing risk. I have been a financial advisor with Edward Jones since 2002. I have also served in many leadership roles at Edward Jones focusing on growth and performance.
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Today, I serve as a regional leader, assisting over 70 branches and their teams in the Boise area. My team includes extraordinary Branch Office Administrators Taylor Hurley and Samantha Riley. Our team demonstrates the utmost care in creating an experience that is unique to each client's retirement purpose.
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. By claiming this business listing, you will be able to edit and make changes to it.
Branch Team
While financial goals aren’t achieved overnight, the right process and financial advisor can help. I enjoy serving our clients, who often come to feel like family and friends. My clients appreciate the simple and honest manner in which I am able to handle and explain a complex environment. My team and I look forward to putting our experience and straightforward approach to work for you. I work with two senior branch office administrators, Sharlene Martin and Stephanie Williamson. Sharlene is responsible for the administration of the office while Stephanie primarily focuses on the client experience.
Both Sharlene and Stephanie have achieved senior branch office administrator status for their experience and diligence. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
Whether you've been investing for years or are brand new to the game, we look forward to hearing from you soon. Our branch team is always open to new conversations and questions, so let us know how we can help you.