My Profile | Network In Action
  • Basic Information

  • Company
    Edward Jones
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    Money evokes emotion. A combination of your your past, current, and future perceived successes and failures create the foundation financial decisions emerge from. I meet my clients where they are now, without judgement, to explore it all. Why? Because it would have meant the world to me in my younger years a divorced, sole-proprietor, single-mom to have that kind of partnership and guidance to make educated, powerful, and strategic financial decisions personalized to my unique situation.
  • About me
    My husband Todd and I share a blended family with seven amazing adult/young adult children. We live, work on the Eastside in the foothills of the beautiful Cascade Mountains. We value community so I serve as President of the Snoqualmie Valley Women in Business group, participate in local Chambers and volunteer at my church. I love to garden, cook, board games, puzzles, water sports and connecting with family near and far.
  • Profession
    Wealth Management
  • Title
    Financial Advisor
  • Hobbies and interest
    I love to play in my garden garden, try new recipes, play games and do puzzles with my family, spend time at the lake, explore the world and culture through travel and connect with family and friends near and far.
  • Website
  • Contact Information

  • City / Town
  • Describe your perfect referral
    -values advice
    -values a long term financial plan and partnership to navigate life changes
    -either income/assets that allow planning to add value * I don't expect you to flush this out!
  • State
  • Zip
  • Country
    United States
  • LinkedIn Profile
  • Education

  • College / University
    Washington State University
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    When was the last time you reviewed your complete financial plan? Would you appreciate a second pair of eyes?
    Who do you know that recently experienced a job change, engagement or separation?
    For business owners - When was the last time your organization spoke with the advisor that serves your company plan?
  • Describe How You Would Like To Be Introduced Via Email
    Thank you so much for allowing me to introduce Amber Trader, AAMS for consideration as a partner on your financial journey. Amber and her team use an established process to create a comprehensive personalized financial plan crafted to your unique goals and needs. I've personally experienced her process and know your time will be respected and well spent!