What sets my approach apart is not just piecing together a vibrant financial picture but doing so with genuine care and understanding for the reasons behind each piece too. I had originally planned on becoming an engineer. But, thanks to a sports injury in my first year of college, I went from playing to coaching and got to see firsthand how much of a difference one person can make on another. Bec
ause of how fulfilled guiding others made me feel, I thought to seek out a career that would have more of a direct impact on others than an engineer would (as I feel they have an indirect impact on others). After exploring multiple other careers, I eventually came to the conclusion that the career path of a financial planner would lead me to have the deepest, longest lasting impact on every single person and family I met with thanks to my natural ability to embrace tough conversations that matter most. I'm sure I feel that financial impact is the deepest form of impacting others due to how my family's lack of financial planning turned my childhood upside down in 2008. My parents had been working with a large firm in an investment management capacity, but it was just investment management. Not holistic financial planning. Meaning they only talked about things like "rate of return," "risk tolerance," and "management fees." Investment management isn't bulletproof - which unfortunately, thanks to 2008 job and investment markets, led to their entire portfolio running out, retirement accounts drying up, then credit card debt piling up. There's plenty of things in life that are okay to "wing it" on. But with how 2008 changed my family, I care too deeply to let the same things happen to anyone I get to meet with. Since starting my career at Northwestern Mutual with my life and health licenses, I have earned my SIE, Series 6, Series 63, and Series 7 and am constantly told by those I meet with that because of how our conversation went, they felt better about their financial future.
