Butler helps people reach financial goals
Cherokee Nation citizen Tanya Butler is a financial advisor with the Edward Jones investment company in Broken Arrow. She works with people to help them achieve their financial goals. COURTESY
BROKEN ARROW – Tanya Butler, a Cherokee Nation citizen and financial advisor, has been working for the investment company, Edward Jones, for the past 16 years helping people reach their financial goals.
She said Edward Jones aims to advise clients on their retirements, education planning, estate planning and other types of financial savings plans they might have.
“As a financial advisor, we work one-on-one with clients to understand what’s important to them. Then we use an established process what we call personalized strategies to help our clients achieve their financial goals. Then we partner together throughout their lifetime to keep them on track for those goals,” Butler said.
Butler said she uses a five-step process to identify a client’s needs by gathering information of the client’s current financial picture and translate it into what is called SMART goals (Specific, Measurable, Attainable, Relevant and Time-Balanced).
“We really have to look at all aspects of it because it all comes into play. It’s a lot of fun to see people reach their goals. They’ll come into the office and just aren’t sure if they’ll be able to retire, if they’ll have to work until they’re 90. Then we sit down and look at what they currently have in place and what we can offer them at Edward Jones. It’s very rewarding to watch them sit back and relax, smile and say ‘yeah, I can do what I want to do,’” Butler said.
At Edward Jones, Butler is also part of a new strategy called diversity and inclusion, which is a “nationwide initiative to advance diversity and inclusion in the workplace as a means to improve corporate performance, drive growth and enhance employee engagement,” according to the Edward Jones website.
Butler said as a CN citizen, diversity and inclusion is important to her and will help the company to reach a more underserved population.
“In order for us to effectively serve the diverse communities that represent the entire fabric of country, we have to become more diverse and inclusive. People like to do business with firms that are representative of them and understand their needs. People like to work for firms who value who they are. So diversity and inclusion enables us to learn about and understand the unique needs and nuances of different ethnicities, cultures and backgrounds. So with that knowledge and understanding, we can embrace a different perspective and embrace the knowledge to deliver outstanding service to our clients,” she said.
She said for Edward Jones to maintain its competitive edge or be the preferred financial services firm it’s been known to be, it must integrate those elements to better serve others.
“We like to do business with people who look like us and understand our needs. So that’s important,” Butler said.
For more information, visit www.edwardjones.com