My career in the financial industry began in 2012, working as a bank teller for Chase in Scappoose, OR. It wasn’t long before I was able to see firsthand how finances can affect someone’s relationship to money, family and their life. As I grew up, my mom often told me she thought I would become a teacher someday, and she was right about my passion for helping others. Instead of becoming a teacher in the traditional sense, I could be an educator to people regarding their finances.

As an Edward Jones financial advisor, I focus on servicing the financial needs of individuals of all ages and financial means. I know that before we can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include identifying your cash flow, putting your children through college, making sure you’ve saved enough for retirement, leaving something for your heirs or something else?

At Edward Jones, every strategy we offer and every solution we recommend is based on what’s most important to you. We work in a two-person office; so, when you call, you will be welcomed by me or my branch office administrator, Michelle. We are determined to bring the highest level of service possible.

I grew up in Columbia County and married my high school sweetheart, Sam, in 2015. We have built a family in Columbia City that includes our daughter, Emery, Zeus the English Bulldog, Poppy the lab puppy, and Juniper the cat. I enjoy giving back and supporting the community that I love.

It would be a privilege to provide the answers to your questions and assist you in making informed and sound financial decisions. Please contact me to discuss your situation and options.

Membership Level: Columbia - Platinum Level $1000 annual dues

Categories: Financial Services

Member Since: 2019

Contact:

Hailey Iverson

Return to Business Listings