LIFESTYLE
“WAITING TOO LONG TO WORK WITH AN ADVISOR IS A CLASSIC MISTAKE WE SEE PEOPLE MAKE. ALSO, LETTING EMOTIONS GET IN THE WAY OF A GOOD FINANCIAL PLAN IS ALSO A MISSTEP SOME INVESTORS MAKE.”
JIMMY MAY
Times that stick out to me in my career are the really tough times in the markets and how proud I am of our clients for not letting emotions get in the way of our long-term vision/financial plan.
work besties
I am very blessed to have worked with Nate Schwab , junior advisor, for the past five years. Nate does an incredible job with clients, and I look forward to working with him for many more years.
Both my parents were teachers, and that is what I love about the job we get to do every day. Each and every day we educate clients on financial planning and all forms of investments.
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