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How I became an Investment Advisor Representative

How I became an Investment Advisor Representative

February 08, 2022

There are times when God’s plan doesn’t always make sense to us.  As a child violinist, the four hours of practice each day gave me endless discipline and the ability to concentrate.  It also gave me the persistence to work my way through college.  I grew up in a large, blue-collar family, so this was necessary.

Years later, with a dual Bachelor of Arts in Music, I realized that if I wanted a nice home, that a mortgage would need to be paid.  Sometime during my tenure as a masters candidate in accounting, I started running.  All three talents – investing on the stock exchange with a Series 7 registration; training for marathons (I have completed forty); and being a dues-paying professional violinist – were gifts given to me.  Am I lucky?  Good news – we create our own luck.  

Had I not WORKED to cultivate these things, I would not have been able to help so many people with their goals financially.  Let me help you.