During a not very stellar high school career, I realized the place I really felt I was at my happiest was when I was at my job at Weis Markets. I loved everything about it - the customers, the products, and the money. I don't mean "making money", but the actual counting of it, managing it, and being accountable for the cash registers.
After spending some time with my father at his financial services business, I knew that was the path I should take in looking for a profession. Fast forward to 25 plus years later of owning my own financial services business, and I’m still loving my relationships with my clients, the researching of the products and services I want to offer, and still, the money. More specifically, the various ways money can work to help people pursue their financial goals.
My greatest professional satisfaction comes from carefully crafting a personal financial plan with a client and having their dreams being met so they can live their best life.
After spending some time with my father at his financial services business, I knew that was the path I should take in looking for a profession. Fast forward to 25 plus years later of owning my own financial services business, and I’m still loving my relationships with my clients, the researching of the products and services I want to offer, and still, the money. More specifically, the various ways money can work to help people pursue their financial goals.
My greatest professional satisfaction comes from carefully crafting a personal financial plan with a client and having their dreams being met so they can live their best life.