University of Northern Iowa
Bachelor's with major in Finance and Real Estate
What did you do before joining Edward Jones?
I came to Edward Jones directly from college.
Before coming to Edward Jones, what career hurdles did you have to overcome?
My biggest obstacle was finding the right career path out of college. I knew from working at prior jobs that I was not a "time card puncher." I wanted to feel I was a part of a company's success, and I knew I wanted my pay to reflect the effort I was putting into my career.
How did you find out about the Edward Jones opportunity?
The Edward Jones opportunity was presented to me by a financial advisor currently working for Edward Jones. I saw a video that showed a day in the life of a financial advisor, and I knew immediately that this is the type of career I was looking for. It was a way to manage my own business, so to speak, but still have the backing of an outstanding firm.
How would you describe the firm's training program? How did it prepare you for success?
The firm's training program is stellar. Edward Jones walks you step-by-step through how to build a successful business, and the firm incorporates real-time training. You get the information you need as you need it. I get asked many times by new financial advisors about what it takes to build a successful business, and I always tell them, "Just do the work and do exactly what the training program tells you to do. That's it!"
What are your feelings about the Edward Jones business model?
Edward Jones has a one-of-a-kind business model. Our approach to focusing on face-to-face contacts is much more effective than just calling people we don't know over the phone, and our clients love the personal touch. I have had many clients over the years tell me that the only reason they did business with me initially was because I came by their door and met them face-to-face.
What does it take to be successful at Edward Jones?
To be successful as a Financial Advisor, I feel a person needs first and foremost to not be afraid of doing the work. It's hard work, it's lots of work, and it can be stressful. But once you get through the initial hard part of building a business, the rewards are tremendous. Second, I feel that a person needs to enjoy working with other people. Much of what we do is a relationship business, as we help people in the community achieve their financial goals.
What is it like to work with a branch office administrator (BOA)?
Working with a BOA allows us to use a team approach as we build a successful business in our community. The BOA works on more administrative work, allowing me to focus my time and energy on our clients and client goals. It helps lighten the load for me, as she has her areas to focus on.
Training will match your experience
You'll have access to tailored training, based on your experience, plus advanced training to keep you current on products, practice management and industry changes.Learn more
Our investment philosophy is rock solid
Our recommendations to clients are based on diversifying quality investments with the intent of holding them over the long-term. This never changes.Learn more
Our work benefits our clients and communities
Our Financial Advisors actively serve clients and also volunteer for others in their communities. They find both rewarding and important.Learn more