Growing up with four siblings taught me early about the importance of strong interpersonal relationships and I can't remember a time when I wasn't interested in investing and markets. This led to my decision to choose a career in Financial Services 30 years ago.
When you have a well thought out plan, all things are possible. For myself, travel and athletics have always been part of my life. I have lived in Japan, traveled the South Pacific, boated in the Amazon, explored Europe and Asia. I have played college basketball, ran the Boston Marathon and currently compete in Triathlon. Prior to joining Edward Jones in 2015 I spent a year in Costa Rica with my wife and three daughters. We continue to this day to spend Summers camping and hiking in the Rockies. All of these experiences began with a belief and a plan. This is what I help you do.
Planning your future for yourself and those you care about is the best possible feeling and gives you peace of mind.
Understanding where you are today and where you want to be tomorrow is fundamental. Showing you how you get there and partnering with you for life is what we do. Seeing you realize your personal and financial goals is our greatest reward.
We look at your plan for yourself, your children, your estate, how you will protect yourself along the way and your back-up plan with respect to emergencies or sickness. I joined Edward Jones because of their commitment to clients and their systems and processes to bring this all together.
This is not done alone. Robyn Pate partners with me as Senior Branch Office Administrator and has been with Edward Jones since 2008. Her skill in managing the administration of your accounts to ensure all things are seamless is her pride and is critical to your client experience.
We look forward to hearing from you and discussing the ways we can help you create and enjoy your wealth so you can live the life you have always imagined.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Owner Considerations
- Estate & Legacy Strategies
- Employee Stock Options
- Education Savings Strategies
My Personal Interests
- Health & Nutrition
Phone NumberWhittier D Skaug at (403) 220-1675
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