Maxwell D Wolosyn

Growing up, I would often ask my parents what they invested in and what the symbols meant on their statements. Their reply would often be, "We are not sure, our advisor has it in something." After hearing that answer a few times, I soon realized they were doing a great job saving money, but didn’t have a strategy with a clear direction or they had confidence in. From that moment on, I knew I wanted to be a financial advisor.

In our branch, we treat you like family, because that’s the exact reason I got into the profession in the...