After working for an accounting firm for 9 years, I decided that I wanted a change of pace. During those years, I learned how to be a competent accountant and discovered how I wanted to spend the rest of my career. Despite having achieved the highest level in my field, I realized that I wanted to explore something else that would offer me a great work-life balance, financial stability, and constant intellectual challenge. Therefore I discovered that accounting was definitely not something that I would want to continue doing long term.

While working at my accounting firm, I noticed that many people around me had financial problems or made poor financial decisions due to their lack of knowledge. They did not have anyone to guide them on the right path financially. The events that happened over these past few months have taught me that life is very fragile and anything could happen at any moment. It is important for everyone to have a plan in place so they can protect their families if something were to happen to them.

As a financial advisor, I am responsible for influencing my client’s decisions and helping them reach financial freedom. I provide an array of services including investment management, retirement planning, and long-term care to help the people around me feel confident about their financial future. I decided that this was the right fit for me as the flexible schedule as well as earning potential and marketability to others are unparalleled to any other industry.