In 2003 shortly after the death of my father, I realized my passion and life purpose was to help others effectively manage their wealth. You see just three months prior to his passing, I helped my father establish a revocable trust that allowed my mother to keep a greater portion of my father’s estate by reducing the government’s take. While my father had several advisors who invested his money, he did not have an advisor that took a holistic approach to managing his wealth. This experience stuck with me, so several years later and twenty-one years into my work life, I became a financial advisor. However, it was not until 2014 when I joined Ameriprise, a longstanding leader in financial planning and advice, that I was truly able to take a comprehensive approach to financial planning through goal-based advice and wealth preservation strategies.