About

My passion for investing started long before I became a financial advisor. When I was in high school, I purchased my first shares of stock, and even though that first purchase didn't go according to plan, I was still infatuated with the idea of being able to control my own financial destiny. I always invested as a personal hobby and never really thought about making a career out of it until 2014. During the oil crash of 2014 I was working as a territory manager for a large industrial supplier when the companies I served were having layoffs due to the price of oil dropping. It hurt watching friends, co-workers and clients lose their jobs while not having a financial plan for the future. That was the moment I found my calling to serve the people in my community and help anyone who needed assistance in planning for and achieving their financial goals.

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