I totally fell into my first job, likely by convincing my employer that I was a hard worker and had a head for numbers.  Secretly I still had no idea what I wanted to do in life. My experiences as a babysitter who banked every cent she ever made, a summer-time bank teller, and part-time waitress at the local Mexican restaurant gave me little career insight. Neither did that Magna Cum Laude degree.  My first boss either saw a diamond in the rough, or I should give myself more credit for my sales skills “back in the day”.  

What I did know, deep in my gut, was that I had been guided to have that job in this newly forming industry called financial planning.  I soaked up every ounce of knowledge and worked early to late. I also quickly learned that people with excess financial capacity often think differently.  

After only 2 years, I left to run my own show as a solo-practitioner and experimented with different avenues of the business.  A decade after that first job, I hired my first full time employee and opened Investor’s Resource.  We had no idea the Dotcom Crisis would begin just 2 months into our operation and that every day for the next 943, it would feel like a knife twisted deeper into a salted wound. No one had seen anything like it. I lived at the office with a phone permanently attached to my ear and held the hard conversations. I swore those long hours wouldn’t hit the paycheck of my one and only employee.  Perhaps that’s why it’s hard for seasoned advisors to really understand the concept of “life balance”.  We had to make our way when no others would.  We had to be willing to put in the love, sweat, and head beating for little to negative money for several years.  No wonder so many left the business.  

By year 15 of my career, I was training a junior financial advisor and had two generous staff members who endured a leader who was still learning to be a boss.  By the 2008 Financial Crisis, we knew well how to hold a lot of hands and had better infrastructure to weather the financial storm.  It was still a rude indoctrination for my “junior”.  Today we have a third advisor, retain a separate planning and analysis professional, and have two of the most caring support staff in the world.  

We are actively working to deepen our client relationships, broaden our reach to their families, and expand the influence people can have with their life and money.  We are also part of a small group of advisors working to take wealth management to the next level. If successful, not only will be change our client’s lives, we might just change the world for the better in the process.

I am 100% confident I was guided to this career.  I am more excited than ever to be a part of something really, really great.  I do believe there is a greater plan.  And, I just hope in all the years past and future, that I can be a blessing to others – one client at a time, one team member at a time, one day at a time, and one vision at a time.