Maybe that’s because I started as a medical professional, where I touted the importance of preventative measures and caring for each patient like they were my only. I also learned that the most effective results rarely happen overnight.

Wealth management requires similar traits: active listening, patience and — above all — imparting comprehensive knowledge for some of life’s most important discussions.

All this explains why I earned my CERTIFIED FINANCIAL PROFESSIONAL^® designation. It also explains why I’ve been in the same financial advisory role, in the same Frisco office for two decades.

And why my team plans to be here for at least two decades more.