I really enjoy seeing how our profession can make such a profound positive impact on people. I truly love helping people and enabling those that don't have the knowledge and experience to plan for their future. I like providing people with clarity of their circumstances and improving their future through our financial planning.    

Memorable client moment

We recently had a family meeting with two clients and their adult children, and before we left the meeting, we gave them a copy of the Wealth in Families book that explains how wealth transfer works down into future generations. It's inspired them to transform their mindset and free themselves from the perception that they’re never going to have enough money. They’re now allowing themselves to give to their children while they’re living for things that matter to them, such as building an addition onto their son’s house to support his growing family.

To me, true wealth means

Being free from the weight of money on your shoulders and getting the freedom to think about things you enjoy and pursue them.