Ed Lindbloom's career as an Investment Advisor Representative (“IAR”) began in 2003 after he retired from the Utah Army National Guard. Ed enjoys working with people who have an idea of their financial goals and priorities. He will help you determine what those are if you currently don't know what you want to accomplish.
In the military Ed attended the Fort Benning School for Boys where he was awarded his Blue Chord and assigned to an infantry unit. After a number of years in the infantry, Ed transferred to a Military Intelligence unit comprised of foreign language specialists that concentrated on national defense priorities.
Ed has been an IAR with SFG since April 2018, and a Registered Representative with Summit Brokerage Services, Inc. (SFG’s affiliated broker-dealer) since April 2018. Previously, he was a Financial Advisor with Edward Jones Investments from August 2003 – April 2018.
Mr. Lindbloom earned the Accredited Asset Management Specialist (AAMS®) professional designation in January 2008. This designation is geared toward financial professionals and includes a self-study program, an exam, and code of ethics. Course topics include asset management process, risk, return, investment performance, asset allocation and selection, investment strategies, taxation of investment products, investment opportunities of an individual’s retirement, investment considerations for small business owners, deferred compensation, insurance products for investment clients, estate planning for investment clients, and regulatory and ethical issues for the investment professional.
Ed married Bethany in 1996, and they have four children. Ed enjoys serving the community through coaching youth sports, sitting on community boards, and by serving in his church. Outside the office, Ed enjoys hanging out with his family or playing golf.
Ed received a Bachelor’s Degree in Business Management from Utah Valley University. He also earned his MBA with a concentration in Finance from Concordia University.
Cindy Le Bel is excited to greet you when you reach out to our office! She has lived in the Rogue Valley since 1992 and truly calls this area home. Cindy married Robert Le Bel in 1998 and has built a beautiful family filled with 4 boys. She graduated at Southern Oregon University with a Bachelor of Science in Business Administration concentrating on accounting. After working for several years in administration, Cindy took time off to actively be present with her family and is now excited to get back into the work force. Cindy enjoys giving back to the community through organizations like youth sports and Search and Rescue. Her hobbies include outdoor activities with her family and health and fitness focused adventures as well.