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Sarah G

Series 66

Battle Ground, WA

Edward Jones

Sarah Gracey is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, following three years at Ashcroft & Associates. Outside of her advisory role, she is co-owner of a t-shirt business based in Battle Ground, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors.

General estate planning guidance Military & Veterans Educators, Teachers, and Academics Government Employee
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Matthew H

Series 66

Battle Ground, WA

Edward Jones

Matthew Henderson is a financial advisor with Edward Jones in Battle Ground, WA. He holds a Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, Henderson is involved in technology consulting for a local company and coaches football. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs 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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Josh C

CFP®, ChFC®, Series 66

Battle Ground, WA

Edward Jones

Josh Cobun is a financial advisor with Edward Jones in Battle Ground, WA. He holds the CFP®, ChFC®, and Series 66 designations and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at New Heights Church for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Liquidity event planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Inheritance planning Founder/Business Owner
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