I knew I wanted to have my own business and control my destiny at a very young age. My parents were small-business owners, and I spent a lot of time stocking shelves at their auto parts store and working the concession stand at their race track. When I graduated in 1991, there were very few jobs available. I spent the first seven years working for a large life insurance company before realizing my calling was financial planning and consulting. I made the pivot and haven’t looked back since!
Thirty years later, I am so grateful and proud of the practice I've built. We are starting to work with our clients' kids and grandkids, which is very rewarding. Seeing our clients' children be able to afford college and our retired clients living in comfort and freedom for decades is so meaningful and shows the power of the work we do. The team we have today has become multigenerational, and we look forward to continuing to impact our clients' lives.