Who I Am, What I Do, and Why I Do It
“Hey Mom, I’m starting a new job as a financial advisor!”
“I’m not surprised… you were the only kid in the house who saved his allowance.”
In that phone call back in 1994, as usual, my mother was right. Even though I had been working as a counselor and a professional skills trainer she told me “I always knew that you would end up in finance.” I had inherited both her frugality and her desire to help people, two traits that had served me well in life and that would also serve me well in my new career.
As a kid, saving my allowance was pretty straightforward – I dropped my lawn mowing earnings into a coffee can that I kept in my dresser. These days saving for the future is a lot more complicated than it was back when we were young. As adults, we need to make our money work hard and to preserve what we have. A coffee can in a sock drawer just doesn’t cut it anymore.
Investing, saving for retirement, insurance, funding a college education for your kids are all important things to deal with. Unfortunately, many of us find these financial tasks to be overwhelming or we don’t have the time. No one is good at everything! That’s where I come in.
I help my clients build a financial plan so that they can spend their valuable time on other things – rest and relaxation, time with family and friends – the stuff that makes life worth living. As a Certified Financial Planner™ professional with over 25 years’ experience I can help you too.