For this week’s Talking Texoma, Shana Jackson continues with the Monday Money Series by visiting with a local financial advisor from Ameriprise, Dusty Sternadel. There are many questions about finances and planning, but unfortunately everyone is going to lose a loved one and often have questions about finances.
Dusty expresses her understanding of losing a loved one at a young age and talks about a time when she was training to become a financial advisor. Her first client called her with questions, so she set up an appointment and went to her home. It was her first day on the job. The client shared that she had lost her husband and her daughter and that she had many questions. Dusty was very new, but they discussed and worked through each question. She listened to everything that she had and what she wanted to do with the money, and then she made recommendations based upon the client’s unique situation.
If you have a lost a loved one, it really is great to seek out a local, experienced financial advisor. Dusty feels that it’s very important to care for her clients and to build relationships with them. So, if you have a need for a financial advisor, call Dusty and her team today. They would love to set up a time to do a free consultation with you.