What sparked your interest in financial planning?
I desired to help others to realize and live out their dreams, while helping them to create a blueprint to build their ideal future.
What fuels you every day in your work?
Seeing problems and challenges as an opportunity to find solutions and be better.
What’s a particularly rewarding example of how you helped to create impact for a client?
I have a client whose wife recently passed away. She had been the primary client and he did not see a need for our services. But with the stress and ups and downs that he went through during the probate process, he realized that he appreciated the help after all. We were able to identify opportunities in his overall plan that opened his eyes to the value in our service.
What’s the one thing people say you’re best at?
Helping others to look at things from a different perspective, which often entails finding the silver lining.