It has been my pleasure to work in the financial services industry for close to 25 years. Early in my career, I had the good fortune to have excellent mentors. They helped me understand the importance of putting our clients’ interests ahead of our own. That simple maxim has helped me have a very satisfying career.
Guiding my clients as they make investment decisions feels like one of the most important jobs in the world. A great day is when someone refers a family member or a good friend because they want that person to receive the high level of care that I strive to provide. I have been privileged to work with up to four generations of some families. I’m one of those lucky people that love my job, so I never really feel like I am working.