Todd Boze

About Todd Boze

As a newly retired Captain in the U.S. Coast Guard Reserve and a Certified Financial…

Experience

1. Financial Advsor

   Edward Jones

   Jan 2018 — Present

   As a Captain in the United States Coast Guard Reserve, I recognize and understand the values inherent in discipline, process and leadership. As an Edward Jones advisor, I believe it is important to invest my time to understand what you’re working toward, as well as your comfort with risk, before we invest your money. I know that the work I do is critical and that you are counting on us to help get it right.In 2019, Kristi Beyer moved from Oregon to join my team. She brings to the table over ten years of administrative excellence and an innate desire to provide client-centered service. Away from the office, she is a published writer and an active runner. Kristi loves dogs and a good cup of coffee.Our team is larger than just you, me and Kristi. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.Whether you are planning for retirement, living in retirement or trying to protect your estate for the financial future of the ones you care for the most, we will work together to develop specific strategies to help you achieve your goals. We will monitor your progress to ensure you stay on track and determine if adjustments need to be made. Throughout it all, we strive to provide you with excellent client-centered service.When not serving clients as a financial advisor or our country in the Coast Guard Reserve, my family and I enjoy traveling, spending time together and relaxing. I was born in the PacNW and I am proud to call this region “home”. I volunteer for several local organizations so I can give back to my community. Let’s talk more about how we can partner with you to help you develop a complete tailored strategy to help you achieve your financial goals.

Education

• Seattle Pacific University

  Managmenet & Marketin

• U.S. Naval War College

  Masters, Strategic Studies & Homeland Security

  2006 — 2012

Skills

• Project Planning
• Budgets
• Wireless
• Negotiation
• Public Speaking
• Coaching
• Sales Operations
• Teamwork
• Customer Service
• Risk Management
• Account Management
• Change Management
• Contract Negotiation
• Start-Ups
• Microsoft Office
• Sales
• Outlook
• Telecommunications
• Team Building
• Management
• Project Management
• Strategic Planning
• Analysis
• Recruiting
• Business Strategy
• Troubleshooting
• Security
• Sales Management
• Performance Management
• Crm
• Marketing
• Program Management
• Training
• New Business Development
• Time Management
• Operations Management
• Organizational Development
• Human Resources
• Call Centers
• Business Development