We have made it halfway through the year and what a year it has been. There have been numerous amounts of changes in all aspects; including me starting to blog. I will be using this Blog to give an update on what is currently happening in the markets, the economy, as well as different topics occurring locally and nationally. However, I thought this first blog would give you a back story on my history as a financial advisor and the current set up in the office.
My Story
My draw to become a Financial Advisor is really based off two aspects. I am a people person and I enjoy the market. I love hearing people’s stories and what their future holds for them. I also enjoy building their portfolio and their future on a financial level. I started my career in Geneva in 2004 and am happy to say I still call this home to my practice. It is hard to believe that I have been here for sixteen years. In that time, I changed firms once, my office location changed three times as well as adding a location in Sutton. I married my wife Megan and we have three children. Still a lot of changes occurring, especially with how the first part of 2020 has gone.
The Team
Currently I have a great team! Candice Leeper has been with me as the Office Manager since 2012. She does a great job with client service and making sure our work gets processed effectively and efficiently. Kati Jones joined in June of 2019. Kati manages all the marketing and events for the office, as well as works with me and our clients to build their financial plans to pursue their goals.
Our Focus
We are shifting our practice in a big way! We are directing our efforts on being more proactive and planning focused more than ever. How are we doing this? We are utilizing the new software WealthLink (powered by eMoney) to make this happen. If you have not had a chance to see the WealthLink software we are using, check out the video on our website under the Client Experience tab. We have also started utilizing a risk analysis of your portfolio to see if it fits your risk tolerance. If you have questions or would like to discuss this further, please feel free to contact our office to set up a time to meet
As we continue to expand our practice, please keep us in mind for great personal service.
Tyler Williams
Financial Advisor
(06/20)