I’ve always loved to read. As a young boy in my makeshift bedroom fort, I read by flashlight in the wee hours of the morning. I’d beg my Mom for $20 to stretch at the book fair … and sometimes I even wrangled an extra $10 advance on my chore “paycheck.”
In high school, I discovered an unusual book: The Richest Man in Babylon. It was originally a series of pamphlets distributed by banks and insurance agencies… and strangely, it captivated me!
In parables set in ancient Babylon, the book’s characters learned simple lessons in financial wisdom and literacy through experiences in business and managing household finances. I was fascinated by these lessons on thrift, financial planning and personal wealth.
Flash forward to today, and I still love to read — when I can find time! I spend my days assisting clients in reaching their financial goals and achieving financial security. I am working towards the CFP® certification examination next year, and excited to become a financial advisor.