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Topher Mood, Financial Advisor

FINANCIAL ADVISOR
Topher Mood

AAMS™
35632 Firlok Park Blvd, St Helens, OR 97051opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Not-for-profit Organizations

About Topher

I find purpose in helping our clients overcome life's complexities to achieve their financial goals.

Taking the time to understand your core values is what sets us apart. A personalized approach allows us to craft a tailored solution while then monitoring your progress to help you stay on track as life naturally evolves. This established process is carried out in partnership with my client support team members, Ashley, Bethany and Mackenzie. Their commitment is to provide a superior level of client service.

Our success as a team allowed us to be recognized by Forbes as a 2024 Top Next-Gen Wealth...

Work History

  • Edward JonesMarch 2015 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Pacific UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Baseball
  • Golfing
  • Real Estate

Team Members

  • Bethany Lokken
    Associate Financial Advisor
  • Ashley Patterson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(503) 397-1125

Fax

(888) 784-1578

Office Address

35632 Firlok Park Blvd
St Helens, OR 97051opens in a new window

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