We've assembled what we think is a group of the brightest and most caring financial planners and investment professionals in the country. They each have an interesting personal story and reason they got into this business. We thought you'd like to get to know them a little better. (take a look at our NAPFA financial planner interview)
One thing I'm doing to help the planet
I'm teaching my baby girl the 3 R's: Reduce, Reuse and Recycle
Outside of work, my passions include
Fly-Fishing and outdoor activities, conservation of natural resources, farming and gardening, writing, music and the culinary arts, literacy, culture and the education of future generations.
One goal I'm saving for
I'd like to travel around the world with my family, exploring different culinary and music cultures, whilst fly-fishing in my spare time.
The primary way I'm advancing my career knowledge
Listening to my clients every day and asking, "How can I better help you achieve your dreams?" Inquiring to mentors, "what are my shade areas" in my practice and life and "how can I improve?" Reading the authors that are game changers of our industry and financial world. Continue researching, writing and publishing about different ways to help people enjoy life to the fullest extent.
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