I believe that when you have an advisor in your life, they are more then an advisor. They become part of your life, helping you to achieve the dreams that you desire for your family.
They should know you, know what makes you tick. They should know your family dynamics with regards to your strengths and weaknesses...
Well, it should be the same about your advisor. What drives them?
When I was having my first son, Micah, the doctor delivered him via C-Section. It was a life changing event. It was that that point that I felt that I wanted to have a career change. As a business owner of a computer company, I felt that I was good with details and with people but I had very little impact on the life of my clients. Computers become extinct in a short period of time.
So I made the decision to get involved in the financial realm of the lives of my clients. As a Registered Representative and Agent of insurances, I found that my desire to see others succeed was the most rewarding profession that I have ever had in my life. It is a difficult field with its regulatory and always changing environment but the challenge is good. Keeps me on my feet. I love to learn and share with others what I know so that they feel and understand what they do and why...
My father died when I was 12 years old. My family was not prepared for such a life event. Not only did we have the impact of the emotions but we had to deal with the financial aspects. It is my desire to help each family I meet to form a plan based upon their personal goals, work their plan and achieve their results...
This is what drives me. I love what I do and I look forward to helping you as we become friends...
They should know you, know what makes you tick. They should know your family dynamics with regards to your strengths and weaknesses...
Well, it should be the same about your advisor. What drives them?
When I was having my first son, Micah, the doctor delivered him via C-Section. It was a life changing event. It was that that point that I felt that I wanted to have a career change. As a business owner of a computer company, I felt that I was good with details and with people but I had very little impact on the life of my clients. Computers become extinct in a short period of time.
So I made the decision to get involved in the financial realm of the lives of my clients. As a Registered Representative and Agent of insurances, I found that my desire to see others succeed was the most rewarding profession that I have ever had in my life. It is a difficult field with its regulatory and always changing environment but the challenge is good. Keeps me on my feet. I love to learn and share with others what I know so that they feel and understand what they do and why...
My father died when I was 12 years old. My family was not prepared for such a life event. Not only did we have the impact of the emotions but we had to deal with the financial aspects. It is my desire to help each family I meet to form a plan based upon their personal goals, work their plan and achieve their results...
This is what drives me. I love what I do and I look forward to helping you as we become friends...
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