I began working in financial services after graduating college in the mid 1990’s. My role was to be a Client Service Associate at a regional brokerage firm in Florida. It was satisfying to work in a fast-paced environment with various levels of productivity. This gave me HOPE and I eventually earned the opportunity to train as an advisor.

Working as a Service Associate helped me early on to recognize the importance of delivering a meaningful client experience. To be involved in a process that could bring clarity and financial independence over complex and often life changing situations gave me JOY.

I can reflect over 20 years and the process is more meaningful because now I’m serving new generations of my clients. This has provided me PURPOSE.