While on a business trip in New York, I found myself at the intersection of Wall St. and Broad St. I was enamored at the activity coming and going from the New York Stock Exchange. A colleague of mine told me of the significance of the real estate at which I was standing. At that moment, I felt a spark in me that years later would bring me to a successful career at Edward Jones. To this day, I have that very spot illustrated in my office.
After successfully completing the securities and insurance exams, I also obtained the AAMS® professional designation from the College for Financial Planning. My family and I have lived in Elk River, MN since 1994. Through my children, I have enjoyed the Elk River High School Varsity hockey, tennis and dance team scenes. Over the years I have served on the board of a local non-profit organization, been involved in the Now Then Park and Recreation, as well as involved in the Chamber, Rotary and Welcome team at Church.
To say my Father was pleased when I came to Edward Jones in 2007 would be an understatement. He was a very successful investor! I found however, that my Father lacked the relationship with a professional who would make sure he was protected, that he was creating and growing his income, that he was diversified from a taxable standpoint and finally that his assets would pass along according to his wishes. Not to mention, someone to remind my Dad to balance saving for retirement with living for today.
That is the scope of planning we get to do every day at our branch. We serve clients who have already been saving and seek a full-service experience. In collaboration with your legal and tax professionals, we design and execute a plan specific to you and your personal/financial goals. We strive to be a wholistic partner in planning and protecting your hard earned retirement by maximizing social security and income and minimizing taxes and risk.
Well, that's me - now let's talk about what's important to you!
My Personal Interests
- Spending Time with Family
Phone NumberSandi Yeado at (763) 441-8973
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