J.D. Bruce, CPA, PFS

The reason I got into this profession: My father was a hippie, so naturally I became a CPA. Being a hippie criminal defense attorney, my father fought “the man” and defended the wrongly accused.
Gregory Aloia, JD, CFP®

The reason I got into this profession: As a young lawyer, I found that the adversarial and confrontational nature of practice was neither in tune with my personality nor my desire to work collaboratively to solve problems.
Alan Ungar

The reason I got into this profession: My favorite mantra is “Every problem is an opportunity” and I’ve lived it. My wife and I manufactured and sold women’s accessories and garments for 15 years.
Eileen Freiburger, CFP®

My Story In part, I can thank my grandmother. When I was a teenager, she presented envelopes to me, my siblings and cousins. Each envelope contained a stock certificate from her AT&T shares splitting into the Baby Bells. My envelope was for US West, and I tracked end-of-day prices and reinvested dividends on a green […]

