There are a few key things that make my role as a financial advisor a perfect fit. First of all, the role, by its very nature, is one of service to others. I believe I personally thrive in a service role.

I also love the financial subject matter that I deal with on a daily basis. I am constantly deepening and expanding my knowledge of the sometimes dizzying number of financial products and product providers that are available. This has resulted in a deep and broad knowledge base that I bring to the table in assisting my clients.

I learned many years ago that I have a strong and natural inclination to constantly improve on virtually anything that I am involved with. This finds valuable expression in the implementation and monitoring of my clients’ overall financial plans.

I enjoy the relationship aspect of my business and how it affords me an interesting view of my clients varied lives and experiences.

Taking the God-given vocational design that I have, along with the skills and knowledge acquired over two decades of study and experience, and focusing those professional assets on serving the needs of my clients is very, very rewarding to me at a personal level. As a result, my clients have an advisor who is highly motivated internally to do his best in serving their needs.

I remember a book I read when I was working through my career change many years ago. The title of this perennial career guidance bestseller is “Do What You Are”. I am fortunate enough to say that I truly do what I am, and I am a Financial Advisor*.

*I am a financial advisor with, and financial planning is offered through, Independent Financial Partners.