TAILORED FINANCIAL - Key Persons

Job Titles:

• Senior Relationship Manager

Julie and her husband Jim live in Gaylord with their two dogs, a shi-tzu/bichon named Pinot and an ivory lab named Riesling. They have 3 adult son's, BJ, Nate and Aaron, 4 grandchildren, Bailey, Emily, Pierce and Lennon. Julie's hobbies include walking the dogs, fishing, reading, watching MN Wild hockey and gardening.

My name is Nick Thom and my first and only career of choice has been as a Financial Planner/Advisor. I made the decision to pursue this career path all the way back in high school. It all began when I completed the Myers-Briggs Personality Test. Using my results from that test, I consulted resources put out by the Minnesota Department of Employment and Economic Development. Based on my new found understanding of myself, I chose to further my education in pursuit of becoming a financial advisor. I attended Minnesota State University, Mankato and in 2006, I received a Bachelor of Science in Economics. Finally, I was able to begin my career as a Financial Advisor. I began my employment with Edward Jones the very same week in which I graduated. Professional Experience I was employed with Edward Jones for over 11 years. During that time, I experienced many accomplishments. I studied for and completed several licensing exams including the Series 7 - General Securities Representative exam, Series 66 - Uniform Combined State Law exam and also the Minnesota Life and Health Insurance Agent exam. I became a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner in 2017. Learn more about what it means to be a CERTIFIED FINANCIAL PLANNER™ (CFP®)