“I chose financial services because I wanted to make a connection with people. After I graduated college, I defined success for myself. And success was bringing value to other people’s lives. And I felt financial services best fit that need. I get to connect with a big, vast group of different people and it brings joy to my day to day life.
As I work with a number of associates who have been in the industry some time, I bring fresh concepts to the table. And I’m able to relate to a lot of our next generation clients, in a way that our financial advisors aren’t able to. My opinion matters. No thoughts, no idea is below anyone. Everyone at the company from the CEO to my direct associates is willing to hear what I have to say.”