Lory M Neumann

Life is about making decisions, and I made the best choice in 2009 when I found my forever home here at Edward Jones. After a 20-year career with two different bank-owned firms, I fulfilled my career choice by becoming a financial advisor. Working in the back office at bank corporations did not allow me to build true meaningful client relationships that I knew I wanted. I took numerous courses to advance my knowledge and understanding of the industry. I then took my passion to dig deep to understanding the whole relationship. I have built my business on ethics, morals and caring for who 'you' are.

The family-oriented culture at Edward Jones perfectly matches my own values. Clients are at the heart of everything we do. My team and I go out of our way to create a comfortable, inviting office environment so clients feel safe and at home as soon as they step into our office. Janice, my branch office administrator, has been with the firm for 20 years. She is a huge part of our business and often the first person someone meets when they come into or call our office.

My approach to clients is simple and straightforward. While some are intimidated by the idea of investing, it does not have to be that way. I start by asking what brings them in today and then ask questions about their life and goals. It is equally important that clients get to know me as much as I get to know them, so I always ask what questions they have for me. I love being part of people’s lives and having the opportunity to make a positive impact on their well-being. To me, this is a lifestyle, not a career.

I have lived in Saskatchewan my whole life. My husband of 26 years and I have an adult son. Two cats and a puppy complete our family. I enjoy gardening, reading and singing, and I perform in the local community theatre. I have never regretted my decision to move to Edward Jones and have had nothing but happy clients who trust me in helping them make important life decisions.