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Richland 403(b) Local Contacts
Lord Abbett 403(b) Advisor Profiles
403(b) Customer Service (Participants and Plan Sponsors)
- Phone Number: 888-522-2388 (8:30am - 6pm EST)
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Calvin Ockey (Edward Jones)
Certifications Held: Western Washington University – Master of Business Admin
Agency/Firm Name: Edward Jones
Agency/Firm Information: 8836 W Gage Blvd Ste.102-A Kennewick, WA 99336
Advisor Biography: Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.
At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.
Graduating with an MBA from Western Washington University and working at a local CPA firm allowed me to connect with many small business owners in the area and assist them in reaching their businesses goals. At Edward Jones, I have the opportunity to continue working with individuals and small business owners to reach different goals. I also went to Central Washington University to receive a bachelor's in biology with a focus on human anatomy and physiology.
I grew up in Yakima and married my high school sweetheart, Maggie. We moved to West Richland in August of 2020. We just had the pleasure of having our first child, Paisley, and are beyond thrilled to continue planting our roots here and watching her and our family grow. In my free time, I try to be outside as much as possible. I enjoy fishing, hunting, hiking, mountain biking and being on the water; I am also a diehard Mariners fan.
As a young financial advisor, I will be with you from the start of your journey to the end. I want to be the one that you feel confident reaching out to for guidance on your investment needs. Contact me by connecting with me on LinkedIn and we will take the journey together.
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Gracie Bartoldus (Edward Jones)
Certifications Held: Eastern Oregon University - Master of Business Admin & Bachelor of Science
Agency/Firm Name: Edward Jones
Agency/Firm Information: 1024 Queensgate Dr.
Richland, WA 99352
Advisor Biography: As a financial advisor with Edward Jones, I focus on my clients' goals by understanding what is most important to them and their family. Together, we develop specific strategies to help achieve those goals and build relationships that last a lifetime.
It is important to me that my clients feel comfortable with the market and the way they are invested, and I make sure that they fully understand our cost structure. Some of the areas I focus on are retirement income and savings strategies, and local and state employer retirement plans. I also assist in estate and legacy strategies. Throughout this journey together, we monitor our client's progress to help make sure they stay on track and determine if any adjustments need to be made along the way.
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Joy Behen (Edward Jones)
- Phone Number: 509-542-1626
- Email: joy.behen@edwardjones.com
Certifications Held: 10/9/23 - IW - Updated info per email
Agency/Firm Name: Edward Jones
Agency/Firm Information: 6115 Burden Blvd. Suite A
Pasco, WA 99301
Advisor Biography: What is a Financial Advisor? When I began my journey with Edward Jones, I came into the position thinking, "I'm going to help people make sense of Investing." Over the years I have come to understand, there is so much more to it than that. The road to financial success and freedom begins with partnering with my clients to understand what they need and want. Everyone's journey is a little different.
I'm very privileged to work for a company that cares about me and our clients. Being able to offer a full range of investment options, solutions and many sources of protection makes me feel like I represent a company who truly has their client's best interest at heart. Respect and care have always been my philosophy and a value that I will always bring to the table.
Today's clients want more than just some advice on a good stock buy. Individuals are looking for a connection with an individual who understands their needs and puts them first and foremost.
I welcome the opportunity to help you and your family achieve those goals and dreams.
My mission as an Edward Jones Financial Advisor is to help individuals make sense of investing in this world full of confusion. Our practice believes in honesty, integrity, and fully understanding the needs of our clients and their families. At Edward Jones, we’re focused on you. Let me help you set realistic, attainable goals so that you might enjoy the future you have always dreamed of. Through working together, we can create guided solutions tailored to meet your individual needs.
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Luke Flohr (Edward Jones)
Agency/Firm Name: Edward Jones
Agency/Firm Information: 217 Van Giesen St.
Richland, WA 99354
Advisor Biography: Before serving the Tri-Cities community as a police officer for over 20 years, I took an oath to be honest, faithful and to serve my community with integrity. Those are the same values I possess today, forming the foundation of how I work with my clients. I am committed to working in your best interests to gain a deeper understanding of what is important to you and identifying your unique goals. Learning about you, your family, your finances and the future you dream of guides me in advising what direction to pursue with you in working towards your goals.
As a lifelong resident of the Tri-Cities, I attended Columbia Basin Community College. I later received my Bachelor of Arts degree in criminal justice administration from Columbia College of Missouri. My 20-year career as a public servant has connected me even closer to my community. I am passionate about serving in a new way by helping people and families in my community reach their investment goals. I strive to make sure my clients feel heard, making sure that I understand their unique stories. I truly help my clients make sense of investing.
Outside the office, I enjoy spending time with my wife, Sarah, and our two kids, Gracey and Easton. I am active in my children’s school and sports activities and currently sit on the school board where my kids attend school. I enjoy traveling, golfing, white water rafting and spending time with family and friends.
I would love to connect and get to know what goals you have for the future!
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TJ Willingham (Edward Jones)
Agency/Firm Name: Edward Jones
Agency/Firm Information: 1020 N Center Parkway Suite F
Kennewick, WA 99336
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