I was born in a small town outside of Chicago. I always liked math. I was pretty good at it too, which I guess is why I ended up pursuing finance as a career. In my senior year at college I transferred to a school on the West Coast. I worked hard and earned every bit of my degree in actuarial sciences. It feels like yesterday but it's been nearly 14 years since I started my first job as an advisor. At first it was just a few clients. I took my time and put in a lot of hard work but little by little, I built my book. A few good referrals really helped me expand my business and solidify my reputation as a top producer. I tried everything from small companies to wirehouses[?]. I've always been independent and I've always liked the idea of working at the kind of place where you can get things done the way you like them done. I prefer the feeling of a small company, but you can't beat the resources of a larger company. I met a lot of great people along the way but where I am now just doesn't ???? ???? the right fit for me. Now I'm looking for something a little different. Something with a little more freedom and a little more flexibility. I'm looking for a place where I can really make my mark.
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