Welcome back, Jan Tymesen here, thank you for joining us for episode three of our video series. As promised today I would like to introduce you to our team.
As the team leader of the Tymesen Financial Group of Wells Fargo Advisors I’m blessed to have lived in this beautiful area for over thirty years, working for Wells Fargo for twenty-nine of those years. Our office is located conveniently in the hospital district of the city. As a kid my family never discussed money and definitely didn’t have money to invest, in fact we had so little I was able to get through college without student loans as I qualified for so many grants. It taught me that not having money leaves you very few choices and I didn’t want to replay that family history. Working as a financial advisor began my journey of helping people save for their goals, and helped me do the same along the way. I’ve always felt truly blessed to have learned so much and to have the privilege of helping others. Throughout the years I’ve expanded my knowledge through education, acquiring my CFP – Certified Financial Planning designation, which is a rigorous education course that covers 72 topics, along with several other designations to ensure that I’m well equipped to provide valuable advice and to be a resource to you and those you care about. The team we have has fostered a culture of serving and helping others. I love our team as we have a fun and joyful office which helps smooth out the stress of the responsibility and things we can’t control, like the ups and downs of the markets. When I’m not in the office I enjoy spending my time in the great outdoors of North Idaho; golfing, hiking, biking and activities that involves being on the water. Gourmet cooking allows me the pleasure of focusing on my creative side. My husband Troy and I have three adult children, four grandchildren and a variety of grand pets.
Julia:
Hello! My name is Julia Keltz. I am a Financial Advisor with Wells Fargo Advisors. I have been in the Financial Industry over 19 years, and I have teamed closely with Jan Tymesen for 14 of those years. Continuing my education to serve you better is important to me and I have my Retirement Income Certified Professional designation and my supervisory licenses, which means I’m on the team to make sure our I’s are dotted and T’s are crossed.
There are so many things that I am thankful for when considering what I love the most about this Job. At the top of my list are our clients and team mates that I have certainly been blessed with. As some of you know in 2018, I was diagnosed with 2 forms of breast cancer. I immediately started a 9 month aggressive regime of Chemo Therapy that same year, and a hefty surgery that followed in 2019. My partner Jan, and our team took great care of our clients while I was out. During and after the ordeal, the out poring of support from clients was tremendous. I am thankful every day to claim the joy of singing, camping, and riding on our Harley for a bit of Wind Therapy. Thank you for checking out our video and I’ll pass it on to Rashell Rush next.
Rashell:
Hello my name is Rashell Rush, I am the Marketing Client associate for The Tymesen Financial Group with Wells Fargo advisors. I have been in the financial industry for over 11 years now, and look forward to many more. What I enjoy most about my Job is being able to support our team in building long lasting relationships with our clients. It is a top priority of mine to stay connected and touch base with our clients thru many different avenues.
Being a part of the millennial generation, I enjoy learning new technology and software in the financial world. This allows me to help our Advisors and clients navigate our ever changing digital world.
Living in the beautiful northwest, I get to spend time with my family enjoying many outdoor activities. With the love of movies and popcorn, you can say movie night is a very important day in my household. Thank you for listening and I look forward to connecting with you.
Matt :
Hello, my name is Matt Mead, Senior Registered Client Associate for The Tymesen Financial Group with Wells Fargo advisors. I come to you with 15 years of experience working in the financial industry.
I am new to the team and excited to get to know our clients. I look forward to serving and interacting with all of you, to help with all clients operational and account servicing needs. I enjoy working with a team who all share the same dedication to always give exceptional service and taking care of our client’s financial needs.
Being able to live in the Northwest, I get to enjoy spending time with my family in the great outdoors. Our favorite activities are around fishing and swimming in the summer. And of course taking advantage of all our snow with snowboarding with my family during the winter time.
Thank you for listening and I look forward to servicing your operational needs.
Thank you for believing in us. Every person we work with has their own story and we would love to hear more about yours. It would be awesome if you would call or send us an email and share with us something we may not know about you. Thanks for much for your time and I hope you make it a great day.