Scotts Valley Times: December 2021

Page 19

Edward Jones Advisors T

his is the season to reflect on events of the past year and to plan for the future. Although December is generally busy with holiday shopping and celebratory preparations, it is an excellent time to review one’s financial situation for the coming year(s). Edward Jones is a national company with representative offices throughout the county and five offices in the Scotts Valley area. ••• heryl Rebottaro, who has received the AAMS® and CRPC® designations from the College for Financial Planning®, has been with Edward Jones since 2010. By day, her goal is to help people with their financial needs, including investing, savings for college, life insurance, retirement planning, long-term care insurance, and Cheryl Rebottaro estate strategy. By night, however, she has been known to entertain the local community singing with local bands. Cheryl’s goal is to have a comprehensive, holistic multi-generational planning approach helping clients to build, distribute, and pass on their investments. Her business has continued to grow every year but there is room for more clients. She can do Zoom meetings, telephone conferencing, and even meet in person with the appropriate Covid precautions. Contact: Cheryl Rebottaro, AAMS, CRPC, 221 Mt Hermon Road, Suite F, Scotts Valley, CA 95066. Email: cheryl.rebottaro@edwardjones.com or call 831-461-9311. ••• vor Thomas has been in Scotts Valley for more than 10 years and with Edward Jones since 2015. He is originally from Lebec, California, and received his B.A. degree at Azusa Pacific University. The most important thing to Ivor is to learn what is most important to his clients; after listening carefully Ivor Thomas to each client’s unique needs he creates a personalized strategy just for them. He also excels at explaining complicated concepts in an easy -to-understand way.

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BUSINESS PROFILE

2022 Financial Strategies In his spare time, Ivor loves to scuba dive and helps teach scuba classes. He is also a long-distance cyclist and avid reader. He and his wife, Erica, cycled the Lewis and Clark Trail from Portland, Oregon to Iowa and also rode the Pacific Coast Highway from Portland to Santa Cruz. He has 2 children: a 3-year-old son, Elijah, who also loves to bike and a 3-month-old girl, Lorena, who loves snuggling and keeping Ivor and Erica up at night. Contact: Ivor Thomas, 5403 Scotts Valley Drive, Suite C, Scotts Valley, CA 95066. Email: ivor.thomas@edwardjones.com or call 831-438-2168. ••• aron Brandt grew up in Bakersfield and moved to Santa Cruz in 1993 to attend UC Santa Cruz. He studied computer science and art history while working as a restaurant manager. After 17 years in the service industry, in 2008 he transitioned to Wells Fargo, leaving in 2012 to join Edward Jones. Aaron says, “My father forced me to begin investing at 16. I didn’t know what it was or want to do it, but I did, and after several years of blindly contributing, I opened my eyes to it and saw the benefits, wanting to learn more. That is part of how I transitioned into finance. One of my Aaron Brant greatest joys is seeing the look on the faces of my clients’ kids when I show them the power of investing over long periods of time, specifically 40 years.” He and his family love to get away on long camping trips in the summer, visiting as many national and state parks as they can. Contact: Aaron Brandt, 6630 Highway 9, Suite 102, Felton, CA 95018. Email: aaron.brandt@edwardjones.com or call 831-335-8158. ••• ach Brown is originally from western Washington, attended Seattle Pacific University, while his wife-to-be attended University of Washington. Upon graduation they married and moved Zach Brown to Alaska, where Zach taught high school Spanish, ran

a painting business with his wife, and they had their children, who are now 19 and 17. After a year back teaching in Washington, he then started with Edward Jones in Hawaii in 2005. Zach says, “We love guiding clients to feel secure about their financial future so they can live generous and abundant lives!” Today he loves adventuring via bicycle solo or with friends and family. When their children were younger

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they had a Vanagon that they used for camping trips. Now both kids want to have van themselves someday to create great memories. Contact: Zach Brown, CFP, 5619 Scotts Valley Drive, Suite 120, Scotts Valley, CA 95066. Email zach.brown@edwardjones.com or call 831-438-2778. •••

ACROSS

1. “Oh, my!” 5. Say untruth 8. Left or right 12. Spiritual leader 13. *”____ing Up with Marie Kondo” 14. Great reviews 15. Related 16. Double reed woodwind 17. Fourth deck 18. *”The ____ ____,” MTV’s trailblazing reality show 20. Affirm with confidence 21. I to Greeks, pl. 22. ____ Baba 23. Powerball and such 26. Swaggering show of courage

30. Spermatozoa counterparts 31. Based on two 34. Has a mortgage 35. ____ dog, gin and grapefruit juice cocktail 37. DNA transmitter 38. *”The Real Housewives” is full of this type of conflict 39. Write on a tombstone 40. Unwholesome atmosphere 42. Hairpiece, slangily 43. Stitched again 45. Unit of electric current flow 47. Solemn pledge 48. Like nose during hayfever 50. Uncouth one 52. *”Who ____ ____ ____ a Millionaire?”

56. Front of cuirass 57. Sixth month of civil year 58. “Jack and the Beanstalk” instrument 59. Travesty 60. Italian money 61. *”Vanilla Ice Goes Amish” and “Cleveland Hustles” state 62. *”____house Masters” on Animal Planet 63. *Not Khloé or Kourtney 64. Common allergens 1. 2. 3. 4.

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Gelatin substitute Gospel writer “Tosca” song, e.g. Like sunroom, hopefully 5. Balance in the sky

6. *”Pop ____” and “American ____,” pl. 7. Gave the once-over 8. *”Outwit, Outplay, Outlast” show 9. Not active 10. Point of entry 11. Sixth sense 13. Foot, to a child 14. Aussie bear 19. Buzz Lightyear’s buddy 22. Brow shape 23. *”The Biggest ____” 24. Egg-shaped 25. Same as talcums 26. Civil rights concern 27. In the know 28. Raise objections 29. Missouri River tributary 32. Like a desert 33. Crime scene evidence 36. *Singing competition (2 words)

38. Curses 40. Feline sound 41. “I think I can, I think I can...”, e.g. 44. “For better or for ____” 46. “Monty ____’s Flying Circus” 48. r in a circle, pl. 49. Deprive of weapons 50. *Star of wilderness reality shows, ____ Grylls 51. Fairytale beast 52. Street-crossing word 53. Hawaiian island 54. Londoner, e.g. 55. Narrative poem 56. Back of a boat © Statepoint Media

Answers on 23 »

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