7 Reasons You Shouldn’t Hire a Financial Advisor

I’m a financial advisor, and I’m going to share 7 reasons why you shouldn’t hire a financial advisor. It’s not a trick. There are situations where it doesn’t make sense to hire a financial planner. Although most people filter themselves out prior to contacting a financial planner, I’ve told people they are doing a good […]
Why I Became a Financial Planner

My path to becoming a financial planner is boring compared to many others. This isn’t my second or third career like it is for many others. I know financial planners who started as musicians, served in the military, and worked in sales before transitioning to this wonderful career. My story involves a family member helping […]