
I’ve asked myself more than a few times over the years, “Why am I a financial advisor, and why have I stayed in this career—especially through moments like the dot-com bubble, the Great Recession, and the COVID pandemic?”
The answer lies in my story. When I look back on the early experiences that shaped how I think about money and life, it becomes clear why this work matters so much to me—and why I’m still here, over 20 years later.
I didn’t grow up talking about money. We weren’t wealthy by society’s standards, but we were content. My parents worked hard, and we...