U.S. Financial Services, LLC

Your time is much to valuable to be reading through a list of services and what I've done so let's get right to it.

What you want to know is if I can help you live the way you want and retire into a life on your terms.

Clients I work with have savings and investments.

Have created a lot of success in their life.

But they still worry:
-Do I have enough?
-Will it last?
-Can I go on that extra trip?
-Can I leave that job/business behind?

Sound familiar?

The first step in creating an ideal life is understanding where you are today.

That starts with asking and answering some questions
-Where are you today? What do you have and what do you want.
-Where do you want to be?  What do you need to do that will allow you to have that life you want.
-Figure out how to get there - Outline the steps needed today and tomorrow to take you from where you are to where you want to be.

Once you know
-What you have
-The problems you have
-The solutions you need

Then you will have the guidelines for how to build the life you want.


Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. U.S. Financial Services, LLC is not affiliated with Kestra IS or Kestra AS.

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra IS Compliance Department at 844-553-7872. www.finra.org and www.sipc.org

Financial Advisor

Merrill Lynch

The next step I made was joining a financial advisors team. I took any available next step towards becoming a financial advisor.

I worked with clients in the same capacity as the advisors on the team:

Reviewed portfolios and recommended investments.

Built financial plans and help bring on new clients.

Then made sure that current clients felt that their plans were updated with their lives and that they received the service they needed to keep their lives on track with their goals.

Registered Client Associate

Starting out on the path to becoming a financial advisor 

I thought it wouldn't make sense going straight into the role as I had just graduated college 

And I wanted to become the go to person any client could rely on to care for their retirement as well as get them to the point they wished to be.

In this role I was able to work with financial advisors and their clients to trade many different

Stocks, bonds and options to help them grow and protect their portfolios

I learned from the ground up in many aspects of the business.

Since I was working with financial advisors and clients everyday I was able to become part of the training team for new financial advisors and employees in general.

Helped the management team oversee 60+ client associates which in turn provided me an understanding of what it took to run a business with employees

Market trade corrections and fixing margin calls were part of my everyday activities to ensure clients were getting what they expected.

While completing all of these daily I had three straight years of flawless bi-annual audit results and achieved the highest possible annual review rating

Operations Representative

Financial Advisor - Virtual or In-Person - Financial Planning - Guiding you through a simple three step process to prepare for the future while enjoying today.

The About You Section: Questions to start:
● What do you want?
● Where are you today?
● Where do you want to be in the future?
● How are you going to get there?
● What does your ideal life look like?

Answering these questions is a challenging task.

But you don't have to do it alone.

I help busy professionals create their work free life

Quit the rat race

And plan your victory lap

Retirement means something different to everyone - Run your race your way

It all starts with a plan
● Your plan is based on what you want and where you want to go.
● Investments are a piece but not the whole picture
● Know your cash flow to see your life today and how your situation works in the future
● Protect yourself and your family from the unknown

𝐇𝐨𝐰 𝐓𝐨 𝐆𝐞𝐭 𝐈𝐧 𝐓𝐨𝐮𝐜𝐡 𝐖𝐢𝐭𝐡 𝐌𝐞
● Office Number - 973-882-3600 
● Email - EDrury@usfsc.com

A little bit about me:
● Travel Enthusiast
● Husband and Father
● Avid Reader
● Financial Advisor With A Passion For Helping People Live Life Today and Be Confident About Tomorrow

𝐉𝐨𝐢𝐧 𝐌𝐲 𝐄𝐦𝐚𝐢𝐥 𝐋𝐢𝐬𝐭
● My Weekly Newsletter Designed To Have Some Fun With Tech, Books, Food Items, Or Anything Else I've 
   Found Interesting That Week
● You'll Receive Market Updates As Well
● Email me at EDrury@usfsc.com and I'll be sure to include you on the next one!

𝐀𝐛𝐨𝐮𝐭 𝐌𝐲 𝐅𝐢𝐫𝐦
Our Mission at US Financial Services is to Help Our Clients Live Life Today and Be Confident About Tomorrow.

Founded in 1989, US Financial Services is an independent family owned financial planning office that is dedicated to serving individuals and businesses by tailoring solutions to your unique needs that reflects your personal philosophies.

Full list of services
Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, BDC's, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, stock option planning, coordinate tax planning with your accountant, budgeting, and more.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. U.S. Financial Services, LLC is not affiliated with Kestra IS or Kestra AS.

Evan Drury, ChFC®

Chase Dimond

Top Ecommerce Email Marketer & Agency Owner | We’ve sent over 1 billion emails for our clients resulting in $200+ million in email attributable revenue.

Currently building Structured — a top ecommerce email marketing agency.

We’re a top Omnisend and Klaviyo email marketing agency partner.

And I was recently voted as the #1 ecommerce influencer to follow by Shopify and Shopify Plus.

I was also given the Top Voice Award for Email Marketing by LinkedIn and was ranked as the top email marketer on LinkedIn by Favikon.

Since launching our email agency in June of 2018, we’ve helped our clients send over a billion emails resulting in over $200 million in email attributable revenue. 

A few of our current and past clients include:
- Poo~Pourri
- Eight Sleep
- Health-Ade
- Mixtiles
- The Chive
- Vessi
- CrossNet
- Orgain

If you’re looking to hire a great email marketing agency, send me an email with more here: chase@chasedimond.com

———————————————————————————

Outside my agency, I run a number of other fast growing businesses. And I’m fortunate to have over 750,000+ amazing followers/subscribers across my social channels and email newsletter.

If you’re looking to advertise to my audience, please send me an email with more info: chase@chasedimond.com 

———————————————————————————

Here are a few other things I've accomplished:

-Scaled a product I built, marketed, and managed to 500,000 visitors in 6 months without spending a single traditional advertising dollar.

-Generated 1.5 million visitors for a dating site within the first two months of launch without spending a single traditional advertising dollar.

-Acquired 500,000 subscribers in 10 months for a travel email newsletter I helped launch while spending very little traditional advertising dollars.

-Acquired over 1.5 million total followers on Instagram for the clients/companies I have worked with/for.

-Sold a business (social media tool that helps musicians automate growth and promotions) to the largest player in the space.

You can reach me via email: chase@chasedimond.com

Founder

My newsletter is your no BS guide into what's working in email marketing - I'll give you the latest tips + tactics to help you drive more revenue from your email marketing channel. 

Sign up (it's free) here: https://chasedimond.com/chase-email-newsletter

Stop taking loyal people for granted.

They won't tell you when they break.

A message I learned after losing the most dedicated person on my team:

- Not to burnout.
- Not to competition.

But to something worse:

The death of caring.

Here's what nobody tells you about loyalty:

It's the silent force that:

- Powers innovation when nobody's watching
- Defends your vision in your absence
- Builds empires from empty rooms

But loyalty has a breaking point.
And it's not where you think.

The danger signs most miss:

1. The Extra Mile Markers 🚩
↳ Monday enthusiasm becomes Monday efficiency
↳ "How can I help?" becomes "What's required?"
↳ Passion projects turn into pending tasks

2. The Loyalty Tax 💔
↳ Going above becomes the new baseline
↳ Excellence becomes expected, not exceptional
↳ Being reliable becomes being taken for granted

3. The Silent Shift 📉
↳ Partnership downgrades to participation
↳ Commitment converts to compliance
↳ Trust transforms into transactions

But here's the truth:

Loyalty, when nurtured, is your ultimate competitive edge.

How to keep it alive:

1. The Recognition Reset 🌟
↳ Celebrate the consistent, not just the spectacular
↳ Acknowledge the process, not just results
↳ Prize reliability as much as innovation

2. The Trust Triangle 🔺
↳ Give before you take
↳ Listen before you lead
↳ Protect before you project

3. The Loyalty Loop ♾️
↳ Build bridges before you need them
↳ Make caring a two-way street
↳ Turn appreciation into action

Because when loyalty thrives:

- Teams move mountains
- Innovation flows naturally
- Culture becomes unbreakable

Remember:

❌ Loyalty isn't about length of service
✅ It's about depth of commitment

Don't wait until your best people stop caring to start showing you care.

What's your experience with loyalty in leadership?

Credit: Eva Gysling, OLY

It’s not about collecting business cards or follower counts.

It’s about building bridges with people who get it - who challenge you, inspire you, and open doors you didn’t know existed.

The right network doesn’t just grow your career - it expands your mindset, your confidence, and your opportunities.

Here are 12 ways to build powerful, authentic connections:

1️⃣ Lead with curiosity. Ask, don’t pitch. People love being seen and heard.

2️⃣ Add value first. Share insights, introductions, or encouragement before asking for anything.

3️⃣ Show up consistently. Comment, engage, and participate where your industry hangs out.

4️⃣ Find your communities. Join professional groups, Slack channels, or niche forums.

5️⃣ Attend events strategically. Go where your next mentor, collaborator, or client might actually be.

6️⃣ Follow up. A short, thoughtful message can turn a conversation into a relationship.

7️⃣ Be generous with your expertise. Give more than you take - it builds reputation fast.

8️⃣ Don’t chase status. The best opportunities often come from peers, not big titles.

9️⃣ Stay authentic. Pretending to be someone you’re not is the fastest way to disconnect.

1️⃣0️⃣ Keep it human. Share stories, not sales pitches.

1️⃣1️⃣ Support others publicly. Celebrate others’ wins - it builds goodwill that lasts.

1️⃣2️⃣ Play the long game. Relationships compound like interest; nurture them with time.

The truth? You’re one conversation away from a completely different path.

Image credit: Tim Stoddart

I hired the smartest person in the room once.
They lasted 3 months.

I hired the kindest person in the room once.
They're now running that team.

(Credit: Daniel Disney) 

Here's what that sign gets absolutely RIGHT about building winning teams 👇

We're obsessed with IQ.
With credentials.
With "rockstars" and "ninjas."

But after 15+ years building sales teams, I've learned something brutal:

Smart people who lack humility? They're ticking time bombs.

Think about it...

That genius who won't listen to feedback?
That top performer who belittles teammates?
That "expert" who thinks they know everything?

They're not building your business.
They're slowly destroying it.

Here's what ACTUALLY happens when you prioritize kindness and humility:

↳ Team meetings become idea factories (not ego battles)
↳ Mistakes become learning moments (not blame games)
↳ Success gets shared (not hoarded)
↳ People actually WANT to help each other win

I've seen it firsthand:

The "average" rep who listened to everyone?
Became our top performer within 6 months.

The "inexperienced" manager who admitted what they didn't know?
Built the strongest team culture we'd ever had.

The "quiet" team member who always helped others?
Now our most valuable leader.

Because here's the uncomfortable truth:

Skills can be taught.
Systems can be learned.
Processes can be mastered.

But kindness? Humility? 
Those are CHARACTER.

And character is what determines:
- How they handle pressure
- How they treat customers
- How they respond to failure
- How they celebrate others' wins

Smart people might win alone.
Kind and humble people? They build dynasties.

So next time you're hiring, promoting, or building a team...

Don't just check their resume.
Check their character.

Because working with smart people IS great.

But working with kind and humble people?

That's how you build something that actually lasts.

Every marketer has been here.

Meanwhile, the marketing team is just trying to hold it together.

But here’s the truth —
Marketing isn’t about making things look good.
It’s about making things work.

✅ It turns chaos into clarity.
✅ It connects what the product does with what people actually want.
✅ It builds systems that create demand instead of chasing it.

When you treat marketing as design-on-demand, you get noise.
When you treat it as strategy, you get growth. 🚀

Image credit: @Kimberly Gordon


P.S. If you write emails and you’re looking for inspiration, check out:

inboox.ai

People will forget your title.

But they’ll NEVER forget how you treated them.

Everyone deserves respect.
Regardless of title or status.

I’ve seen people completely ignore cleaners, security & junior staff…

Only to light up when a senior exec enters the room.

It's embarrassing. 
And tells me everything I need to know.

I come from humble beginnings.
My parents taught me to respect everyone.

Here’s How To Lead With Humility & Build A Culture Of Respect:

1️⃣ Treat Everyone Like They Matter
↳ Because they do - everyone has a part to play.

2️⃣ Speak to People on Their Level
↳ Don’t talk at people. Speak with them.
↳ Be genuine - ask questions and listen. 

3️⃣ Show Gratitude Daily
↳ A simple thank you can mean the world.
↳ Especially to those often overlooked.

4️⃣ Promote DEI Beyond the Buzzwords
↳ Listen to diverse voices & celebrate differences
↳ Hire & promote inclusively - your team will benefit.

5️⃣ Ask for Feedback at Every Level
↳ Get 360 insight from everyone around you. 
↳ You'll see how you're actually perceived. 

6️⃣ Stay Grounded
↳ Don’t let your title make you forget where you came from.

7️⃣ Lead by Example
↳ People remember how you make them feel. 

How you treat others says everything about you.

Respect everyone.

You'll be a better person & leader because of it.


Credit: Dan Mian

Some years test your patience more than your strategy.

Not every year is about scaling fast, hitting every goal, or breaking records.
Some years are about surviving the turbulence and learning who you are when nothing goes as planned.

Those seasons don’t define your losses - they define your foundation.

Because:

👉 The lessons learned in difficult years become the instincts you rely on in successful ones.
👉 The resilience you build under pressure becomes the quiet strength that carries your team.
👉 The humility gained in setbacks makes you a better leader when you rise again.

You don’t lose when progress slows.
You build depth, discipline, and direction.

Growth doesn’t always look like expansion.
Sometimes, it looks like endurance.

Some years you win.
Other years - you build the person who will.

Image credit: UpSkillYourLife on Twitter/X

Marketing managers don’t sign up to do it all. They’re just expected to.

Write the copy.
Run the ads.
Design the creative.
Analyze the data.
Manage the projects.

No one can excel when they’re spread this thin.

Marketing managers shouldn’t have to wear every hat. They should be supported so they can focus on leading strategy and driving growth.


P.S. If you write emails and you’re looking for inspiration, check out:

inboox.ai

Marketers don’t quit marketing.
They quit:

– companies that believe marketing is just “posting on LinkedIn”
– leaders who don’t understand how marketing actually works
– founders who refuse to trust the experts they’ve hired
– executives who treat every new idea as urgent
– managers who assign twelve “top priorities” at once
– leadership teams that want bold results but reject bold ideas
– organizations where insights are collected but never acted upon
– executives who cut budgets but double the targets
– founders who expect one person to do five jobs
– cultures that dismiss brand work as vanity
– leaders who pull headcount approvals after promising them for months
– timelines that confuse motion with progress
– teams where data matters only when it fits the narrative
– workplaces that celebrate constant “busyness” over meaningful results
– decision-makers who change direction every quarter and call it agility
– companies that undervalue strategy because it doesn’t produce instant ROI
– environments where creative work is micromanaged to death
– executives who equate “viral” with “effective”

Good marketing isn’t fragile.
Bad leadership is.

Marketers don’t burn out from the craft - they burn out from the chaos around it.

They love the process, the insight, the storytelling, the measurable growth.
What drives them away isn’t the work.
It’s being set up to fail.

Did I miss anything?

We live in a world obsessed with titles, but every person carries invisible stories of struggle, wisdom, and potential that no business card can capture.

When we lead with respect rather than hierarchy, we unlock something powerful: authentic human connection.

What i have learned about true leadership.

Real leaders don't wait to see credentials before showing respect. 

They understand that:
- Dignity isn't distributed based on job descriptions
- Today's intern could be tomorrow's innovator
- Every person has something valuable to teach us
- Character reveals itself in how we treat those who "can't help us"

Three simple shifts that change everything

1. Replace "What do you do?" with “What are you passionate about?"
Watch how conversations transform when you're genuinely curious about the person, not their position.

2. Listen for the story, not the status: 
Everyone has a journey. 

The most interesting people are often hiding in plain sight.

3. Practice "respectful curiosity": 
Approach each interaction wondering what you might learn, rather than what you might gain.

When you treat the receptionist with the same courtesy as the CEO, people notice. 

When you thank the maintenance team as genuinely as you thank your biggest client, culture shifts.

Respect isn't a favor you give; it's a standard you set.

Think about someone you interact with regularly but might overlook. 

What would happen if you approached them with fresh eyes tomorrow?

The most successful people I know aren't those who demand respect—they're the ones who give it freely.

What's one assumption you've made about someone that completely changed when you got to know their story? 


Credit: Makarand Utpat

Bad marketing feels like someone is selling to you.

Great marketing feels like someone is helping you.

Credit: therealhakam on Twitter/X

Marketing and advertising are not the same. 
(Credit: Nehal Kazim)

They have two different objectives.

Too many brands are still getting this wrong. 

I've seen 100s of brands at Ad Pros struggle to scale. 

It has nothing to do with their product or service. 
It's their marketing approach. 

They think marketing is just running ads and posting content.
But as advertising lead, I have to remind them there's more to it. 

Marketing is knowing your customers, creating trust, 
And showing them why they should buy from you and not your competitors. 

Here are the 6 foundational components of marketing and why they matter: 

1. Market Research

Understanding the landscape, trends, competitors, and customer needs. 
You can't position effectively if you don't know what's out there.

2. Target Audience

Knowing exactly who you're talking to. 
A clear profile of the customers you're trying to reach.
Vague audience definitions lead to vague messaging. 

3. Value Proposition

The reason people should choose you over alternatives.
Your value proposition should be specific and meaningful. 

4. Marketing Channels

The platforms and mediums where you connect with your audience. 
(Social, email, paid ads, and events.) 
Channel selection matters if positioning and messaging are locked in.

5. Content Strategy

The messaging, visuals, and stories that attract, engage, and convert.
Content isn't just what you post. 
It's how you communicate value across every touchpoint.

6. Marketing Campaigns

Planned initiatives to achieve specific marketing goals. 
Campaigns are the execution layer. 
They only work when the foundation is already solid.

If you're a small brand just getting started, 
Running ads and posting on social might work temporarily. 

But if your goal is building something that scales to 8 figures and beyond... 

You need to understand the full marketing system inside and out.

When you have clarity on your market, audience, and value proposition, 
Everything else becomes more effective and predictable.

Visual credit: reputeforge on Instagram.

Marketing is...

We often search for the “perfect candidate” - someone with every qualification, every skill, and years of experience. But in doing so, we overlook a simple truth:

(Credit: Makarand Utpat )

Most jobs are trainable.
What really matters is a person’s willingness to learn.

The real asset is a teachable attitude

Skills can be taught. Software can be learned.
Processes can be explained.
But curiosity, drive, and a growth mindset are priceless.

Here’s proof:

Every top chef once started at the sink, scrubbing dishes.

Every great designer once fumbled through their first Photoshop file.

Every confident leader once feared speaking up in a room.

Every skilled coder once Googled “how to write a loop.”

Every thriving professional once just had the courage to say, “I’m willing to learn.”

Skills are teachable. Hunger isn’t.
Hire for mindset. Train for mastery.

What employers should do

Hire for attitude, train for skill.
Build supportive onboarding and mentorship.
Create clear growth paths.
Reward effort, not just results.

The payoff:

When you give someone a chance, you don’t just fill a role, you build loyalty, reduce turnover, and uncover hidden potential.

Every expert was once a beginner.
Every success story started with someone who got a shot.

Let’s stop gatekeeping potential. Give people the opportunity to prove themselves.

THE 5 P'S OF MARKETING:

PRODUCT 
This is the core offering of your business.

PRICE 
Setting the right price is crucial for profitability and market positioning.

PROMOTION 
This encompasses all the strategies you use to communicate and market your product.

PLACE
This refers to the distribution channels through which customers access your product.

PEOPLE 
Your employees and customer service play a crucial role in the success of your marketing efforts.


HOW TO USE THEM:

PRODUCT
Know your audience's needs and preferences.
Keep innovating to stay ahead.
Deliver quality and reliability to earn trust.

PRICE
Research the market to find the best pricing.
Balance perceived value with competitive rates.
Adjust prices based on demand and market shifts.

PROMOTION
Create a marketing plan with ads, PR, and social media.
Customize promotions to connect with your audience.
Track campaign results and refine as needed.

PLACE
Choose the right distribution channels.
Streamline your supply chain for efficiency and satisfaction.
Make your product accessible when and where customers need it.

PEOPLE
Train employees to embody your brand.
Deliver exceptional customer service to foster loyalty.
Gather and act on feedback for continuous improvement.

Marketing without humor
is like pizza without cheese

You can serve it 

But 

No one’s coming back for seconds.
Funny doesn’t mean unprofessional.

It means relatable.
It means human.

People don’t remember the product.
They remember how you made them feel.

So make them feel good.

Add flavor to your brand. 
Not just features.

Marketers,

Here’s a table with 6 copywriting formulas for writing effective ads:

Bookmark this 🔖

No alternative text description for this image

Bad copywriting:

• Here's my product
• Here's what it does
• Here's what's so good about it

Good copywriting:

• Here's your problem
• Here's the benefit of solving it
• Here's why what you've tried has failed
• And by the way here's a product that will help you solve it

Credit: Dickie Bush 🚢

You can mute people in real life too.

It is called boundaries.

Setting boundaries isn’t rude.
It’s responsible.

You’re not meant to be available for everyone, all the time.
Protecting your time, focus, and mental space doesn’t make you cold — it makes you effective.

Boundaries aren’t walls — they’re filters.
They help you decide what gets your attention and what doesn’t.
Because not everyone deserves access to your time or mental space.

🚫 Situations where you need to stop wasting time and set boundaries:

Endless negativity.
If someone always brings problems but never solutions — stop being their emotional landfill. You can listen with empathy without absorbing their energy.

Unclear work expectations.
If you’re constantly saying “yes” to extra work, late calls, or unrealistic deadlines, you’re not being a team player — you’re burning out. Boundaries protect both your energy and your quality of work.

Relationships that drain instead of support.
When every conversation leaves you exhausted or doubting yourself, it’s a sign to step back. Not everyone is meant to stay in your circle forever.

🧭 Simple ways to set healthy boundaries:

Communicate clearly — not emotionally.
Boundaries aren’t ultimatums. They’re statements of respect.
→ “I can’t take calls after 7 PM.”
→ “I’ll join, but only if we can stick to 30 minutes.”

Protect your calendar.
Treat your time like money. If you wouldn’t give away $1,000 easily, don’t give away hours of focus to low-value conversations or tasks.

Practice saying no — kindly.
“No” isn’t rejection. It’s redirection.
You’re saying no to one thing so you can say yes to something that matters more.

Boundaries don’t push people away.
They teach people how to treat you — and show that you take yourself seriously.

Because when you stop pouring into things that drain you,
you finally have energy for the things that build you. 

♻️ Repost to remind others that protecting your energy is productive.

👉 What’s one boundary you need to reinforce this week?

Marketing 101: The B.S. Detector

People trust 4.6/5 more than a 5/5.

Don't position yourself as "too good to be true".

Credit: The Ad Professor


P.S. If you write emails and you’re looking for inspiration, check out:

inboox.ai

Most people never lose because they tried.

They lost because they never started.

Trying doesn’t guarantee you’ll win.
 But not trying guarantees you won’t.

Every idea, business, or dream you’ve ever admired
Started with someone willing to look a little foolish at first.

You don’t need perfect timing.
You need momentum.

💡Start small. Try anyway.

The worst that happens? You learn.

The best? You win.

Image Credit: dtop1percentmen on Twitter/X

6 Copywriting Techniques You Can Leverage For Your Sales Pages:

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The Battle

Evan Drury, ChFC®

Chase Dimond

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