I was an avid golfer in college, ranking 3rd nationally in driving accuracy. The two golfers ahead of me went on to PGA Tour careers. But, less glamorously, I spent 3 years completing the program to earn the Chartered Financial Analyst® designation and working as an equity analyst for two large mutual fund companies.
I analyzed and projected every line item on corporate financial statements. I spoke with suppliers, merchants and executives. I learned way too much about the economics of soft drinks and chip-and-dip markets.
This career was neither personally gratifying nor did it provide what consumers truly needed. I completed business school, as well as the certification to become a CFP® professional. I began working directly with families — a much better fit.
In my early golfing days, the driving range was my second home. With thousands of hours of practice, my consistency in hitting the fairways put me in a good position to score well on every hole, almost every day. Likewise, financial planning rewards those who intelligently prepare in advance and create favorable probabilities for themselves. My job is to help families do just that: consistently find the fairway.