What are you most passionate about?
I am passionate about helping people visualize what it is they’re trying to accomplish. At first glance, one might take that as “financially visualize,” but not always. In reality, it’s helping the new small business owner visualize how they want their business to look in 5 or 10 years. It’s helping parents visualize their son or daughter going to college. Obviously it includes visualizing what someone wants their retirement to look like. Visualizing your future can come in all shapes and sizes; our job is to help our clients figure out how to get there.
Why do you do what you do?
I think I’ve always had an interest in understanding things from start to finish. Our lives have “starts” and “finishes” throughout them. Understanding and navigating from each “start” to the next “finish” is something that I really enjoy helping my clients work their way through as a CERTIFIED FINANCIAL PLANNER™ with MBE Wealth.
What do you love most about being part of MBEWM?
Our first passion is our clients and their well-being. From the day I started in this business, I’ve said that I wanted to build my practice working with clients that I really enjoy helping and who appreciate the work we do for them. When I can work alongside other advisors and planners that share that same vision, it allows each of us to be the best version of ourselves.