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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

15 advisors near 98837

Out of 400,000+ nationwide

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Tyler C

Series 66

Moses Lake, WA

Edward Jones

Tyler Crump is a Series 66-registered financial advisor with Edward Jones, based in Moses Lake, WA, and has three years of industry experience. Prior to joining Edward Jones, he worked at Aptive Environmental and GreenLeaf Pest Control, and has experience in education and community service roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors.

College savings (529s, UTMA, etc.) Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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Gina J

Series 66

Moses Lake, WA

Edward Jones

Gina Johnson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she spent 17 years with MLSD 161. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Samuel R

Series 66

Moses Lake, WA

LPL Financial

Samuel Rathbone is a financial advisor with LPL Financial in Moses Lake, WA, holding a Series 66 designation and four years of industry experience. He has been affiliated with LPL Financial, Integrity Wealth Advisors, and Financial Advocates Investment Management since 2021. Prior to this, he operated Rathbone Sales from 2009 to 2021. Rathbone also provides administrative support to Financial Advocates Investment Management, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment delivery options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael H

Series 66

Moses Lake, WA

LPL Financial

Michael Homer is a financial advisor with LPL Financial in Moses Lake, WA, holding a Series 66 designation and over 23 years of industry experience. He has worked at Financial Advocates Investment Management since 2017 and has prior experience with Waddell & Reed, INC. and various insurance carriers. Homer serves on the board of the Moses Lake Community Health Center. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Tiffany V

Series 63, Series 66

Moses Lake, WA

Edward Jones

Tiffany Vehrs is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Edward Jones during two periods, most recently since 2022. Outside of her advisory role, she has served as president of the Columbia Basin Girls Softball Association and has been involved in her family's construction company managing payroll and marketing activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a variety of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jessica W

Series 66

Moses Lake, WA

Edward Jones

Jessica Worley is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2024. Prior to her advisory role, she has experience with the Moses Lake School District and Basin Feed & Supply. Outside of finance, she is involved with the FAA Coffee House. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

General retirement planning Doctor or Medical Professional Educators, Teachers, and Academics
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Cyril B

Series 66

Moses Lake, WA

Equitable Advisors

Cyril Bahadoor is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a varied background including roles at Northwest Woodworks Inc. and Central Washington University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Shane H

Series 66

Moses Lake, WA

Edward Jones

Shane Hoff Williams is a financial advisor with Edward Jones in Moses Lake, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he manages a vacation rental property in Rockaway Beach, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and advisory services. The firm has approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Everett A

Series 66

Moses Lake, WA

Edward Jones

Everett Ashley is a financial advisor with Edward Jones in Moses Lake, WA, holding the Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Washington Trust Bank, Northwestern Mutual, and Eastern Washington University. He also operated Blue Rouge Garden & Nursery in 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew M

Series 66

Moses Lake, WA

LPL Financial

Matthew Minter is a financial advisor with LPL Financial in Pasco, Washington, holding a Series 66 designation and 14 years of industry experience. He has worked concurrently at Gesa Credit Union and LPL Financial since 2013. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Aaron N

Series 66

Moses Lake, WA

Edward Jones

Aaron Norton is a financial advisor with Edward Jones in Moses Lake, Washington, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he served for ten years as a sergeant with the Washington State Patrol, where he was responsible for the general supervision of troopers. Edward Jones is a full-service wealth management firm serving a broad client base of individual and institutional investors, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
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Timothy J

Series 63, Series 66

Moses Lake, WA

Edward Jones

Timothy Johnson is a financial advisor with Edward Jones in Moses Lake, WA, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he manages a commercial property business. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of advisors and offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Justin A

CFP®, Series 66

Moses Lake, WA

Edward Jones

Justin Ashley is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He owns a retail nursery business, Blue Rouge Garden & Nursery, and is a partner in Burls and Botanicals LLC, a pass-through entity holding property for tax purposes, both based in Moses Lake, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients and manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James S

Series 66

Moses Lake, WA

Edward Jones

James Shank is a financial advisor with Edward Jones in Moses Lake, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked as an independent contractor and spent 18 years with the Moses Lake School District. Outside of his advisory role, he is involved in sports officiating. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Newlywed/Engaged
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Roger H

ChFC®, Series 63, Series 66

Moses Lake, WA

Edward Jones

Roger Hochstetler is a financial advisor at Edward Jones in Moses Lake, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 17 years of experience in the industry and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a network of approximately 23,701 advisors and 15,121 branches nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans
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