Why we became financial advisors

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Why Steve became a financial advisor:

As a financial advisor, I am rewarded with the success of others whether watching a child or grandchild graduate college, seeing a child get married, purchasing the home of their dreams, starting a business, endowing a charity or retiring confidently.

Each one of our clients is unique. By listening, I am able to understand their goals, values, motivations and challenges. This enables me to provide distinctive solutions to help achieve lifelong success.
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Why Brian became a financial advisor:

I chose this career because it’s interesting, it’s challenging and it’s fun. Every day I go to work is an opportunity for me to help someone move a little closer to achieving their life goals. Nothing is more professionally rewarding than sharing in a client’s success, and so few careers offer the opportunity to have such a significant impact on an individual or a family’s life.