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Shawn Moyer-DeMarre, Financial Advisor

FINANCIAL ADVISOR
Shawn M Moyer-DeMarre

CIMA®, AAMS™
1389 Meridian Drive, Woodburn, OR 97071opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Charitable Giving

About Shawn

I am a second-generation Oregonian and an avid sports enthusiast. Whether it's coaching, playing or watching, I love competitive sports, from youth to professional, for the ability of the competition to bring the best out of us.

Our mission statement is "We work in developing and maintaining personalized financial strategies with farmers, business owners and well-established households who value a trusted partner to confidently grow, sustain and protect their goals."

Everyone's life is different, and building out a tailored financial strategy to fulfill the things that make life most worth living is my passion. Whether it is retirement, passing wealth to...

Work History

  • Edward JonesOctober 2012 to Current

Certifications

  • CIMA®

    Certified Investment Management Analyst®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Motorcycles
  • Sports Enthusiast
  • Community Outreach

Team Members

  • Kathy Wilson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(503) 981-7040

Fax

(888) 784-1581

Office Address

1389 Meridian Drive
Woodburn, OR 97071opens in a new window

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