I realized I wanted to become a financial advisor when I found myself routinely planning my family’s finances to the point that my wife, Staci, gets tired of me saying, “if we just do “X” per month, in 20 years we’ll have “Y”. Every time I completed the financial planning process, I realized I really enjoyed it. Through this, I decided to make my passion a career. This choice is validated every time I get the opportunity to help someone with their own financial goals.
I have come to view a financial advisor as someone who, not only is able to offer strategies to help people pursue financial goals, but also educate on the why and how the strategies can work. I think someone acting intentionally who knows why they are doing something will have more confidence and less regret than someone who acts blindly.
If you have ever asked yourself, “are we doing the right thing”, please give us a call to put our passions to work to help you be intentional with your finances.
My wife Staci and I have been married since November of 2017 and live in Newton. I enjoy being outdoors whether it be playing pickleball, fishing, or driving around in our Willy’s Jeep.
(04/21)