06/10/2026
This week will be one for the books… truly.
If you know me, you know I chase busy.
I chase difficult.
I chase growth.
A few months ago, my team and I had a simple idea: What if people could actually experience what it’s like to sit down with a financial advisor, no pressure, no sales, just real conversation?
“Day with an Advisor” started as one of those ideas that felt far off… something that would be cool someday.
This week, it’s real.
What I didn’t expect?
It sold out in 24 hours.
We opened additional time slots.....and those are nearly gone too.
That kind of response says something bigger than just a full calendar. It says people are craving clarity. They want a space to ask questions, get guidance, and feel confident about their future.
I’m incredibly proud of my team for bringing this from concept to execution—and even more grateful for the trust from everyone who signed up.
We’re just getting started.
