I am a financial advisor for Edward Jones. As a financial advisor, I help people prepare for their financial future.
What do you do there and/or what are you responsible for?
I help people prepare for retirement, live in retirement, save for educational expenses, protect themselves from the unexpected and save on taxes. I provide financial education to members of our community.
How long have you been doing this kind of work (total)? How long on the Westside?
I’ve been in the financial services industry for two years and a part of this community for over a year and a half.
What do you like best about it (other than quitting time)?
I love being able to help people and make an impactful difference in their lives. Seeing people meet their goals and realize their dreams is what keeps me going.
If you could change one thing (other than pay), what would it be?
It would be nice to be able to reach out to more people to let them know how we can help them plan for the future and protect themselves from financial pitfalls.
What part of your work did your training/education never prepare you for?
While meeting people in their homes, I sometimes meet friendly pets. But, sometimes they aren’t so friendly – my training never prepared me to deal with overly aggressive dogs.
What makes working on the Westside special?
The people in this community are incredible. The friendly smiles, warmth, sense of belonging and loyalty are captivating!
“What do you do?” is a regular feature in the Westside Pioneer. If you know someone who has an interesting job on the Westside (but doesn’t live here), he/she might be a candidate for this column! If you know someone who might qualify, give us a call at 471-6776.
