top of page

Three Years Ago I Quit My Job...

Three years ago I quit my job when I was on track to partnership at an established financial advisory firm, rented out my personal home for extra cash, moved into my parents basement, cashed out $10k from my 401k (paid the penalty), and started this company with the dream of helping others chase their dream!

Ever since that day, I've been inching this company forward one step at time.

It gives me goosebumps to share that with more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors and I am the youngest firm owner on that list!

It's hard to describe how incredibly honored and humbled I am to see my name next to so many of my hero's in the profession!

This is the definition of imposter syndrome... and I love it!

I am forever grateful to my friends, family, and fellow advisors for the support; and to my clients who continue to trust me to help them realize their dreams!

Thank you!

I can't wait to get back to work! ;)

52 views0 comments

Recent Posts

See All


bottom of page