In college, I didn’t know what to study, so I chose accounting. Still, I didn’t want “life in a cubicle”… I needed something more social! When I stumbled across “Intro to Financial Planning,” I was hooked, and changed majors.
Now I had purpose and direction. I could help people with something I was passionate about! I learned as much as a could. I volunteered to promote free tax preparation to low-income families. I went to conferences. I was excited about my future.
Upon graduation, the worst recession in 80 years hit us all. I took jobs I didn’t want, but that only reinforced my strong desire to do fee-only financial planning. Eventually, I landed — happily — at a small family firm in Pennsylvania.
When my wife and I decided to relocate, I was very selective about my next company. After talking to about 10 companies (all NAPFA advisors), I found a good fit at RPG. My wife also found a position in Atlanta and we came back south!