7 Reasons You Shouldn’t Hire a Financial Advisor

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

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 […]