April 24

That’s My Story and I’m Sticking To It



While walking to my next breakout session at the Financial Planner's Association's Education Conference, I was approached by a woman toting a clipboard and followed by a camera man.  Naturally, I was intrigued.  “What was this all about?” I asked.  “Why it's the Human Finance Project” she said.  Would you like to participate?”  TD Ameritrade sponsored a project where they interviewed wealth advisors and certified financial planners from across the country to gain insight into their passions, inspirations and vision for the future.  Although I was taken a little off guard, I was thrilled to be invited to share my story of why I chose this profession.  To watch the interview, click on the link.  Please reach out if you have any questions.


career, Gratitude, smart money choices

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