As I look back, I have come to realize that it was during my early teenage years that I learned how life may not be what you plan. As the middle child of five and after my father's early death, I watched my mother juggle her schedule to raise our family, all while working multiple jobs to support us. These early experiences taught me that life can be very unpredictable. This was the prism through which I discovered the importance of financial well-being, as well as the foundation for my desire to help others secure their financial futures.
Fast forward 35 years and you will find the business that I started has grown to include two of my sons, Adam and Andrew, working to help families deal with the uncertainties and opportunities of today and plan for the uncertainties and opportunities of the future.
This lifetime career of working with families has taught me that regardless of where we started in life, we share similar goals... enjoy life today, prepare for an unpredictable tomorrow, and provide for our families as efficiently and effectively as possible.