Growing up, I saw firsthand the impact that a financial advisor can have on a person’s life. Both pairs of my grandparents owned farms within miles of each other, and both farms were essentially the same in regard to the land. However, retirement for each pair could not have been more different. My maternal grandparents prospered in retirement, whereas my paternal grandparents struggled. One major factor that contributed to this difference? Their financial strategy and the advisor who knocked on my maternal grandparents’ small farmhouse door years ago. My family’s experience with that financial advisor informed my own attitude about financial planning, and I became a financial advisor to help hard-working people like my grandparents thrive.
I begin each client relationship by listening to their stories and working to understand their values. We discuss their financial goals and needs, and then help define a strategy to meet them. Once their strategies are implemented, I maintain regular contact with my clients to address any changes in their circumstances.
Recently, I joined Edward Jones, where the personal relationships I develop are based on a deep understanding of my clients’ unique financial needs. I am proud to serve a diverse group of clients in all stages of life, each working towards their own version of financial success.
I grew up in Shepherd near Billings, Montana and graduated from Montana State University - Billings in 2016. I take advantage of what Montana has to offer by skiing, hiking, and enjoying the great outdoors. Occasionally, I love to pull out my artistic side and paint a landscape. I also find a lot of joy in checking items off my bucket list, such as running a marathon or skydiving.
To learn more about how I can help you with your financial goals, contact my office today. I look forward to meeting you.
- Retirement Savings Strategies
- Wealth Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Active Lifestyle
- Community Outreach
Office Address1525 14th Street West
Evergreen Shopping Center
Billings, MT 59102 opens in a new window
Phone NumberElery L Polkow at (406) 254-0618
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