Broker Check
Joan  Gilles

How you grow up influences you and your financial decisions in a big way. Let me share my example:  both of my parents grew up during the depression. They scrimped and saved their whole lives. As a teenager, all I wanted was cute clothes and a car. I had to learn how to balance two diametrically opposed forces – spending and saving. It wasn’t easy; I made quite a few mistakes along the way. Later in life, I faced a serious life transition when my marriage of 20 years fell apart. Again, I had to learn how to start over and balance my personal needs, my career and my young daughter. It wasn’t easy (okay it was really hard) and again, I made mistakes. I’ve come to realize that I have the opportunity to share my life experiences and the sum of all my client’s life experiences to guide your financial journey.

My career was more of an evolution than a revolution. I starting working right after college in the financial services business. Believe it or not, I thought I would hate it, but after only a few months I was hooked. I became a financial advisor in 1993 after leaving a corporate job at a local financial services company. I’ve attained several designations in my long career: Chartered Retirement Planning Counselor (CRPC), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). All in an attempt to serve my clients better.

Listening to your story and helping you plan for the life you want makes my job energizing, rewarding and just plain AWESOME. I love my clients and helping them achieve their goals. There isn’t anything else I would want to do with my life. I have the best job ever!!