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®

Matt Thomas 🥁

Writing4Robots

Founder

Perfect Prose Writing & Editing

📌 I’ve been a professional writer so long that when I started my business, the iPad hadn’t been invented yet…


For the past 14 years, I’ve been a self-employed consultant across multiple industries. 

My biggest strength as a writer/editor is my ability to ask the right questions to capture your story and expertise, then deliver it in a way that speaks to your audience. 

Here’s a quick list of some of the things I can help you with: 

• Copywriting for your website, business, product, or LinkedIn bio
• Technical Writing / Documentation 
• Comprehensive review of your website and feedback on your site copy, any errors, and usability/navigation/user experience feedback
• Professional Editing (Structural, Stylistic, Technical) and Proofreading
• Writing Courses / Training material

Owner

ATCO Group

• Worked with ATCO SMEs to develop Salesforce Trailhead modules and training content for ATCO’s Home Happiness Advisors 
• Organized 160 units into modules and prioritized them, based on impact to advisors
• Updated older ATCO documentation to align with new processes and procedures in Salesforce
• Collaborated with key stakeholders to develop training plan and prioritize training content development

Salesforce Training Content Developer

Parkland Corporation

• QA Lead/Technical Writer/Editor, for the National Learning & Development team at Parkland Fuel Corporation 
• Worked with SMEs to develop eLearning courses, reference documentation, and training materials/programs 
• Performed QA review/editing for all work produced by a 10-person team
• Reviewed all eLearning courses and provided writers and eLearning developers with feedback/changes to be made
• Reviewed and revised course exam questions and knowledge checks 
• Ensured that all material developed and released to the organization by our team aligned with all internal standards and had a consistent ‘voice’ 
• Designed instructional methods and activities for Parkland’s internal training programs and courses 
• Developed training, courses, and provided QA support to other departments and projects, as required

QA Lead/Technical Writer, National Learning & Development

ENMAX

• Technical writer on Phase 1 of ENMAX Power Corporation’s Outage Management System (OMS) project
• Developed all software documentation and reference materials for the implementation of General Electric's ALSTOM e-Terra Outage Management System (software used to manage all electrical distribution and system outages for the whole city of Calgary)
• Worked with subject matter and technical experts to capture and document system operator processes and procedures
• Created iOS software documentation for CLEVEST Workbook (mobile workforce management iPad application)
• Developed training questions, exercises and answer keys
• Managed document control, distribution, and revisions for all OMS documentation

Technical Writer, Outage Management System Implementation, Phase 1

Jiva Consulting

📌 A job I didn’t want to take led to opportunities I never imagined…

• Developed internal eLearning courses for TransCanada Pipelines from an initial outline to finished courses working closely with subject matter and technical experts 
• Performed QA reviews and revisions to a number of TransCanada online courses 
• Developed and implemented consistent templates and standards for formatting and style of TransCanada documents

Technical Writer/QA Reviewer

Sanjel Energy Services

📌 At Sanjel, I transformed chaos into clarity.

When I joined this oilfield services company, their documentation was in disarray. 

They lacked any:
* Templates
* Folder structure
* Document control/revision processes
* Idea where to start!

My boss, the VP of HSEQ, helped me understand the business’s challenges and needs. 

Then he let me find, develop, and implement the best solution. 

And that’s what I did over the next 2 years. 

Key Achievements:
* Transformed one bulky manual into 36 easy-to-update HSE Practice (HSEP) documents
* Developed templates for all corporate documentation (HSEPs, Corporate Standards, Work Instructions, SOPs)
* Edited and standardized all Sanjel technical documentation, including ERPs, corporate standards, training 
* Provided documentation support to multiple departments and Sanjel subsidiaries

Core Skills:
* Simplify complex info
* Present information in a clear, visually appealing way
* Document processes clearly 

I use all these skills daily creating content and advising others on theirs.

Technical Writer/Editor, Corporate Health & Safety

Cenovus Energy

📌 Get in, get paid, get out…

A short term contract with Cenovus Energy developing project management software training.

Hit the ground running, worked a bunch of hours, and made good money fast, but…

Realized I hated working 12-hour days alone in a depressing, windowless office.

Next, please...

Training Content Developer

📌 ENMAX liked me so much, they hired me twice! 

In my first contract with ENMAX Energy, I:
* Created desktop guides and work instruction for training employees
* Aligned older documents with new ENMAX standards and templates
* Interviewed SMEs and engineers to develop and update business documentation 
* Tracked documents through the development and revision process, updated key stakeholders

6 years later, I’d return to ENMAX in a totally different role.

Technical Writer/Editor

Calgary Zoo

📌 3 species, 4 months, 1 unforgettable gig at the Calgary Zoo.

I was hired to develop a comprehensive set of animal care protocols for three species:
* Lions 🦁 
* Tigers 🐯
* Gorillas 🦍

In this role, I: 
* Interviewed zoo director and senior staff to identify and define documentation requirements
* Shadowed zookeepers and managers to capture and document all animal care procedures
* Created detailed care protocols with visuals and checklists
* Documented safety rules per zoo and provincial standards
* Implemented a document management process to manage updates, document control and revision history

This was my first opportunity to manage an entire project solo and it's still one of my favourite contracts I've had. 😊

Technical Writer, Animal Care Protocols

Lock in your 30% pre-sale discount off my Ultimate ChatGPT Prompting Guide.

ChatGPT was supposed to save you hours a day. 

Instead, you’re wasting more time than ever. 

Because AI hasn’t simplified your workflow – it’s become another task to manage.

One that 𝘣𝘶𝘳𝘯𝘴 more time than it saves.

* Every prompt feels like a shot in the dark. 🤷‍♂️
* You spend countless hours diving down the prompting rabbit hole. 🕳️
* No matter what you try, GPT’s output never matches your expectations. 🤨

The most frustrating part? 

You don’t even 𝘬𝘯𝘰𝘸 what you’re doing wrong! 🤦‍♂️


But it’s not just all that wasted time and effort. 

Or feeling like you’re falling further behind every day. 

It's about the gap between what AI 𝘤𝘰𝘶𝘭𝘥 be and what it currently 𝘪𝘴 in your workflow. 

You know there are better ways to harness ChatGPT’s power. 📈

But you’re still struggling with the basics.

____

And it’s not your fault. 

Because prompting is 𝘩𝘢𝘳𝘥! 😮‍💨

It’s a delicate balance between multiple competing factors:
* Precision 📐 vs flexibility 🤸‍♀️   
* User intent 💬 vs AI's interpretation 🤖
* Focusing a model’s responses 🔒 vs limiting its creative potential 🎨

Without understanding these nuances, prompting is like trying to fake your way through a conversation in a foreign language. 

If you don’t know the rules, any success is just random luck. 🎲

____

To truly level up your AI skills, you need: 
* A mindset shift. 🧠
* Clear, actionable strategy that cuts through the noise. 🎯
* To understand the core concepts that help you unlock AI’s creative power. 🦾

You don’t need another AI “guru.”
You need a 𝘨𝘶𝘪𝘥𝘦. 

And that’s where I come in…

My unfair advantage?  

12 years’ experience as a technical writer creating everything from software documentation to eLearning courses. 

Over a decade of translating technology to people, simplifying complexity, and distilling abstract concepts into concrete, actionable advice. 💡

____

Writing4Robots: ChatGPT instructional manual

A deep dive into Large Language Models (LLMs) like ChatGPT that covers:
* LLM, prompting, and prompt engineering basics.
* Ways to leverage an LLM’s inherent biases.
* The most effective prompt structures.
* The perfect analogy for guiding ChatGPT.
* A mindset shift to transform your LLM interactions.
* Practical ways to prompt better, faster. 
* Custom prompts across 6 categories (LI, Writing, Editing, Ideation, Productivity, Prompting).


Are you ready for AI to 𝘧𝘪𝘯𝘢𝘭𝘭𝘺 deliver on its promises? 

👇

writing4robots.ai

I’m Matt Thomas, owner of Perfect Prose Writing & Editing. Nice to meet you! 

For the past 12 years, I’ve worked as a self-employed consultant across multiple industries for some great companies. 

My biggest strength as a writer/editor is my ability to ask the right questions to capture your story and expertise, then deliver it in a way that speaks to your audience. 

Here’s a quick list of some of the things I can help you with: 

• Copywriting for your website, business, product, or LinkedIn bio
• Technical Writing / Documentation 
• Comprehensive review of your website and feedback on your site copy, any errors, and usability/navigation/user experience feedback
• Professional Editing (Structural, Stylistic, Technical) and Proofreading
• Writing Courses / Training material

taplio

The Battle

Evan Drury, ChFC®

Matt Thomas 🥁

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