10/17/2022
I reached 10 years of being a financial advisor over the weekend.
It’s been quite the journey: 10 years ago I started at Edward Jones and then got an office in Farmington. I was able to relocate on the same block and have a new office built for me. I worked there for 5-6 years and had hundreds of clients.
Having studied how the financial industry really works, I started my own company to be an independent fiduciary. It was a leap of faith, a lot of work, but well worth it. Having the ability to help people without being held back has been amazing through the pandemic and the bear market. I’m coming up on my 5 year anniversary of starting NextGen Financial Advice in March.
I’ve earned a Dundie Award for the last 10 years of success and look forward to earning another one in 2032. 😂