I entered the financial services industry in 1981 and have been a Certified Financial Planner® since 1988. Since then I have worked for a small two-partner RIA, a small regional CPA firm, and then ran the financial planning and investment management division for the 12th largest CPA firm in the U.S.
I learned a lot in those firms, and was by any measure very successful, but had a very difficult time working in a corporate environment. I am very entrepreneurial at heart so in 2005 I left corporate America for good, created my own RIA, and have never regretted escaping for a minute.
Corporate America took a lot out of me. In each firm I worked for I found myself feeling under valued, over worked, under paid, and under appreciated. But I didn't realize until after I escaped how absolutely stressed out, exhausted and depleted I was. It took me quite a while to get rejuvenated and replenished.
So if you're feeling like I was, I get it. I've been there. But never again! I escaped and so can you.
And after getting my own RIA established and thriving, I began mentoring other planners through the FPA's mentoring program (which I still do to this day). I have enjoyed coaching and mentoring those planners so much that I created a coaching/mentoring business where I can help even more planners.
If you are interested in building an outrageously successful RIA like I have that both nurtures and sustains you, working with ideal clients, doing work you love, and enjoying the freedom and financial security being your own boss can bring, then I can help.
Life is short. Live your Dream. Begin today!