For many people, their faith, their family, and their health are the most important things in their lives.
Every day, the work that I do influences these things...for my clients, who are also my friends.
That's why I love this job.
Children go to college, people retire gracefully, couples move into their first homes, businesses start,
charities are supported...all of this, in part, because of the work that I do.
I attend baptisms, bar mitzvahs, weddings, graduations...you name it...
celebrations of all kinds.
But I have also attended funerals.
I've comforted grieving families.
I've supported those struggling to find a new job, or dealing with a divorce.
I have helped people shoulder the burden, and experience the joy, of caring for mom and dad.
All of those things, the happy and the sad, are reasons why I love this job.
I can make complicated things clearer so people understand it.
I know the right questions to ask and I know how to listen for the answers.
I can solve problems and find solutions.
People need someone to put their interests first.
And for many people, I am that someone.
That's why I love this job.
You know some people think this work is all about money.
But it's not.
It's about friendship, integrity, and trust.
And I help families live the life they want, and in some special cases, the life they thought they couldn't have.
That's why I love this job.
That's why I'm a financial advisor.