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Karen H

Series 66

Portland, OR

Edward Jones

Karen Hofler is a financial advisor with Edward Jones in Portland, OR, holding a Series 66 designation and 23 years of experience at the firm. She has worked exclusively with Edward Jones since 2003. 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 solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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

Series 66, Series 65

Portland, OR

Edward Jones

Rob Palmer is a financial advisor at Edward Jones in Portland, OR, holding Series 65 and Series 66 licenses with eight years of industry experience. He previously worked at Fisher Investments and Personal Capital Advisors Corporation. Outside of his advisory role, he receives songwriting royalties through Mannahouse Records. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Lesley T

Series 66

Portland, OR

Edward Jones

Lesley Tylczak is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she operated Tylczak BANG! and spent six years at the University of Minnesota’s Department of Entomology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) Planning for children with special needs Retired Founder/Business Owner Executive LGBTQIA
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