How did you get your start in the industry?
I started with a large bank 1996, as a summer job. That job grew into other opportunities within the bank. I ultimately ended up in the Investments Department and then transitioned into Financial Planning.
What most frustrated you about your previous work in the financial industry?
That sales (the bank pushing products) was more the focus than helping clients. It really frustrated me that the focus was more on what could be sold versus taking care of clients. It was so competitive, departments within the banks would fight over clients for sales! That was the writing on the wall for me. And by nature, my skill set is more relationship based than sales based.
What led you to the approach at Paul Winkler Inc.?
When I decided to leave the corporate world, I was told by a mentor to look at an independent financial advisory firm. Honestly, I had never heard of such a thing. After some research, I found Paul Winkler Inc. It was such a change from what I was used to. I immediately felt that Paul genuinely cared about his clients, and you could see that in how they responded to him. It felt like home and where I wanted to start the next phase of my planning career.
What is most satisfying about how you now operate as a financial planner?
The most satisfying part of my job is that I can take the time to work with clients; find out what is important to them and what they want to accomplish. In the back of my mind, I’m not worried about having to figure out how to sell them something, which is what I had to do when I worked for several large banks. It’s very freeing to work at a pace that is comfortable for everyone.
What do you like to do to relax?
In my spare time, I thoroughly enjoy spending time with my wife Amy and our two kids Annabelle and Logan.
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