Exit Planning Institute - Find a CEPA

As a young child, I would listen to my parents discuss their work with Edward Jones. What I heard most frequently were conversations regarding how deeply they cared for their clients and how honored they were to partner with them throughout their lives. My parents spoke of meeting client's children and being a part of milestone events. Their true joy was in helping people live out their dreams by assisting with financial goals. This is how I developed my passion for finance and found that Edward Jones was the family and firm where I could put my passion to work.

I have been an investor with Edward Jones since I was 12 years old. After graduating from the University of Washington with a bachelor's degree in mechanical engineering, I worked in our Edward Jones Tempe, AZ headquarter office. After completion of an intense college graduate training program, I returned to Bremerton to partner with clients and craft personalized strategies to help them achieve their financial goals. It is very important that we make a positive impact and provide timely service to all the people we serve.

Outside of work, I have a passion for volunteering. I enjoy giving back to the community and forming relationships in our local Rotary club. I also recently joined my HOA board and the worship team at our local church.

My favorite hobbies are hiking, board games, playing guitar and spending time with my family and friends. The thing that brings me the most joy is spending time with my wife, Claire.

To learn more about how my team and I can help you achieve your financial goals, please call our office or send us an email.

/*********/

For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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2022 Colorado State of Owner Readiness Quick Look Brochure

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2022 Colorado State of Owner Readiness Report

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2023 National State of Owner Readiness Report

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2024 State of The Institute

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5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..

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A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

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Business Attractiveness Scorecard

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Case Study: A Framework to Build Value

A Case Study on How to Apply the Value Acceleration Methodology in your Bus..

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Case Study: A Framework To Build Value In Your Business

A Case Study on how to apply the Value Acceleration Methodology in your bus..

Case Study: How to Strategically Build Transferrable Value

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

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Case Study: How to Strategically Build Transferrable Value

Learn how the Five Stages of Value Maturity impact the growth and ultimate ..

Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute Focused on Improving Their Human Capital

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Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.

Case Study: The Value of Transitioning a Business to its Employees

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Case Study: The Value of Transitioning a Business to its Employees

A case study to help owner's determine the best course of action for their ..

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Case Study: Value Acceleration

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Decentralizing the Business Owner

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Business, Personal, Financial: A Holistic Approach to High-Value Transition..

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Infographic: Decentralizing the Business Owner

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Infographic: Five Stages of Value Maturity

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Infographic: The 5 D's

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Infographic: Who Has a Seat at the Table

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..

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Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..

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Walking You Through the Perfect Exit Whitepaper

We dive deep into the importance of personal planning and uncovering your p..

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Who Has a Seat at the Table Infographic

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ALIJAH HAWLEY

ALIJAH HAWLEY

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report

2024 State of The Institute

2024 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Business Attractiveness Scorecard

Case Study: A Framework to Build Value

Case Study: A Framework To Build Value In Your Business

Case Study: How to Strategically Build Transferrable Value

Case Study: How to Strategically Build Transferrable Value

Case Study: Human Capital, The Exit Planning Institute

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

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Decentralizing the Business Owner

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Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant Whitepaper

Infographic: Decentralizing the Business Owner

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Infographic: Who Has a Seat at the Table

Intangible Capitals Make Or Break Your Business Whitepaper

Know Your Gaps

Stage 1: The Value Maturity Index - Identifying Value

Successful to Significant Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

The Value Acceleration Methodology Infographic

Understanding Your Business Value Whitepaper

Understanding Your Business Value Whitepaper

Walking You Through the Perfect Exit Whitepaper

Who Has a Seat at the Table Infographic

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