My interest in financial planning started when I was seven. My parents gifted me some investments for my birthday. The portfolio was made up of growth mutual funds and stocks in well known companies.
But I dug in and started doing research. And as the years went by, I made some great choices. I also made a few decisions I regretted—such as not selling stocks when I’d already made a huge gain..
What really happened? I got interested in the entire investment process and the big questions around the creation and maintenance of wealth—how we should do it and, perhaps more importantly, why it’s worth it.
After getting a BA from Northwestern University, I spent seven years in the music business, managing artists and overseeing marketing and promotion.
In 2003, I got back into finance in a serious way. Since then, I’ve been an advisor focused on helping my clients make the most of every part of their wealth—earned, potential, and possible. And I love what I do.
Accredited Investment Fiduciary, Series 7, 24, 51, 66, 6, 63, life insurance, annuities.
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