Occupation: Office Administrator at Edward Jones Investments
“I’ve worked here for about one year. I was in the insurance and financial industry prior to this, and I came to work for Edward Jones because they’re a great company to work for. I was with New York Life for about four years, I had my own office for about a year and I also worked for the other agency in town. I mostly do sales and processing of insurance. I’m not a financial adviser here, that’s Bryan Ludgate. I mostly run the office.
“I started in it because I felt like it was a valuable service and people really need to prepare for retirement and protect their families in case something happens to them. I handle people’s day-to-day accounts and I build relationships with clients and try to give them a personal service. We try to get to know our clients so that we can support them and help them prepare for their future.
“I don’t know if people are aware that we do life insurance here, but insurance for working class people is what we specialize in. We’re a small branch so that we can work individually with people. We like the one-on-one thing, we like to know who our clients are, know their faces. The sooner you start planning for your retirement the better. Don’t wait until it’s too late. Everybody should be saving for their future. We do 401(k)s, rollovers, IRAs, things like that.
“I was born here, and I’ve lived here the majority of my life. I escaped for a couple years, and I moved to Washington state. I lived in Sequim and I went to school in Port Angeles at Peninsula College. Some people might know Port Angeles from the ‘Twilight’ movies, part of it takes place there. I love that. Some people don’t even know that, you’d be surprised how many people don’t watch the ‘Twilight’ movies.
“I moved back to Craig to be with my family. I’m currently working on my business degree with an emphasis in marketing from (University of Colorado)’s virtual program.
“I have two awesome children — my son, Kobe, who’s 11, and my daughter, Jada, who’s 10. My aunt and uncle are really the only ones who still live here. My grandparents moved to Arizona, and my mom moved to Oregon. My kids and I like to be outside as much as possible, riding bikes, playing with our dog, stuff like that. They like the snow. I don’t particularly like it, but I’m going to try and make myself do more snow stuff this year. If snow was warm, I wouldn’t mind, but I just don’t like being cold.
“I like running, hiking, swimming and golf. I have a really nice set of clubs, but I haven’t been able to get out there for a while. My dad and grandfather were big golfers and they got me into it. I also just like hanging out with my kids, especially swimming. They like going up to the high school pool, but it’s not really as much fun as the wave pool and being outside. We like going up to the hot springs in Steamboat, too.
“One thing I don’t think a lot of people know about our company is that there’s a second Edward Jones in town. Everybody knows about the other office (at 555 Breeze St.), but they don’t realize that we’re here. I think it’s because Doug Davis over there has been with Edward Jones for about 40 years, and Bryan’s been with them for about seven. So hopefully people know we’re here too.”
Click here to have the print version of the Craig Daily Press delivered to your home.