Coming from a sports background, I knew I always wanted to do something professionally that involves being around people, create long lasting relationships, and challenging myself consistently much like you do when playing sports. This desire eventually led me to starting a career in the financial services industry as a financial advisor. Several years later I couldn’t be happier I made that decision. Every time I meet with my clients and receive a thank you for the attention to detail, spending the time figuring out their plan, providing analysis and solutions through education, it brings an incredible amount of joy to me. It’s important to me to have strong relationships with clients in which they often become good friends. Not only do I continue to build my relationships and grow my business. I’m able to expand the reach of impact to our community by mentoring the next generation of financial advisors. I started in this business to build something special, control my own destiny with my growth, control my own income as a business owner, and most importantly control my own time. These are the reasons I love this career and why I started mentoring advisors to help them create their own success.
Listed skills include Leadership, Microsoft Office, Teamwork, Microsoft Word, and 13 others.