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®

Paul Eder, PhD

BAE Systems, Inc.

Lead a team of 20 tech professionals in the design, development, and implementation of database, automation, and Artificial Intelligence (AI) solutions for a CFO office in a large government agency

Senior Program Manager

🔥 Leading multiple AI and data initiatives for DHS OCFO
🔥 Planning, organizing, and guiding the work of data science team on data engineering and modeling efforts 
🔥 Developing AI roadmap to guide the path to the future for DHS OCFO (e.g. developing guidelines and prototypes for Generative AI applications)
🔥 Integrating Python, SQL, and Tableau on large-scale data validation efforts

Project Manager / Senior AI & Data Advisor

High Value, LLC

Collectibles buying and selling / motivational speaking and consulting

President

FIRESTARTERS

Author of FIRESTARTERS: How Innovators, Instigators, and Initiators Can Inspire You to Ignite Your Own Life

Motivation: Helping you capitalize on your passion and skills.

Strategy: Helping you understand how to get from here to there on your life path.

Networking: Helping you identify the right people to boost your financial potential

Book Author

The Millennium Group International

Director of Management Consulting

The Center for Organizational Excellence, Inc.

● Led multiple organizational strategic planning, human capital, process re-engineering, large-scale research, survey, and program evaluation efforts with values ranging from $50K to $2.5M annually.

● Currently coordinating DATA Act strategic data innovation project for the CFO of the Department of Homeland Security. Involves application of full life cycle project management activities: change management, solution development, risk management.

● Led an 8-person workforce planning engagement for the 800,000-employee civilian workforce of the Department of Defense.  Established competency models for occupations ranging from teachers to aerospace engineers. ​

● Leveraged strategic data expertise to re-vamp the data collection and reporting processes
for an organization with the mission to supply civilian workforce support to military work units in
Afghanistan. Developed statistical guidance for preparing civilians to staff future missions in war
zones. Led to client receiving recognition from the Deputy Assistant Secretary of Defense for Program
Support.

● Conducted large scale evaluation of a HUD five-week national training program​, resulting in a
demonstration of program success in improving timeliness and quality of work.

● Led four-year effort to report on and improve processes related to the assessment of the
success of human capital best practices​ within the Department of Defense. 

● Re-designed and re-engineered entire HR Line of Business for the Securities and Exchange Commission

● Conducted holistic organizational assessment for US Marshals, leading to strategic re-structuring​. 

● Led a year-long program assessment for a government-wide initiative designed to decentralize
the monitoring of strategic human capital practices​.

● Developed and analyzed surveys assessing labor-management relations practices​ across DoD's 800,000 employees and 1300 local bargaining units.

Director

University of Delaware

Led, designed, implemented, and analyzed multiple research studies resulting in comprehensive
recommendations reports for organizations. Additionally, leveraged research and organizational expertise to design and teach 8 university courses on advanced topics.

Selected Accomplishments:
● Led a research project examining employee creativity and performance at three organizations,
including a mortgage broker. This work involved conducting in-depth statistical analyses to link
employee attitudes and perceptions to performance evaluations and absenteeism data​.

● Evaluated the effectiveness of the R&D team format, involving collaborative knowledge management
technology, employed by a Fortune 500 chemical company​.

● Designed major research projects examining customer satisfaction with exhibits at a major
metropolitan zoo and a world-famous Aquarium. These projects entailed actively manipulating
aspects of the environment to determine how the changes would influence customer enjoyment​ of the leisure experience.

● Evaluated employee motivation and performance​ in a manufacturing and a social work
organization. Developed employee-attitude assessments and conducted statistical analyses of data.

● Developed an extensive, culture-focused interview protocol for employees at an organization that
manufactures “smells” for consumer products.

Organizational Researcher, Instructor, Teaching Assistant, Research Assistant

As an Organizational Effectiveness, Artificial Intelligence, and Data Innovation Executive, I've dedicated over two decades to leading transformation in both public and private sectors through strategic management, organizational development, and innovative data analysis. At the heart of my approach is a blend of creativity, leadership, and project management skills, honed to perfection as a PMP and Lean Six Sigma Black Belt.

Key Achievements:

Developed competency models for over 30 occupations in a large government agency, creating a robust framework for talent development and performance management.

Led comprehensive proposal efforts for various consulting projects, playing pivotal roles from business development and capture to proposal writing and project management, showcasing versatility and a results-driven mindset.

My philosophy: "Use data to tell a story." I focus on integrating multiple evidence points, such as surveys and objective data, to craft compelling narratives and drive impactful decision-making. This approach has not only enabled comprehensive assessments but has also been instrumental in identifying powerful indicators for organizational growth and innovation.

Looking Ahead: 

My aspiration is to be a go-to resource for the seamless integration of AI tools, serving as a thought leader at the innovative forefront of consulting. I am deeply engaged in understanding and advocating for the "human touch in the age of AI", a critical emerging trend that balances technological advancement with human-centric approaches.

Let's Collaborate: 

I am eager to connect with like-minded professionals to exchange ideas, foster mutual learning, and collaborate on projects that challenge the status quo. Whether you are seeking an advisor, a motivation expert, or a public speaking resource on consulting and AI topics, I am open to a variety of opportunities that fuel innovation and creativity.

taplio

The Battle

Evan Drury, ChFC®

Paul Eder, PhD

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