April 2021

April 2021

Posted by Financial Strategies Group in Blog Posts, Consortium Retreat, Continuing Education, Dimensional Funds Advisors, Economic Update, Family, Financial Planning, Giving More, Newsletters 28 Apr 2021

Celebrating 35 years!

Yes, that’s me in 1986 at 22 years old, starting out in this business as an advisor/insurance representative working for State Mutual. I would sit for hours every day cold calling business owners to offer my services and schedule appointments to go out and meet. We didn’t have cell phones; we really didn’t have the internet, which meant looking up phone numbers and addresses and keeping a written list in my day planner. I know many of you remember our day planners!

Having worked for a large aeronautical company right out of college as a recruiter, I had a very brief experience with a big corporation and knew it was not a fit for me.


Continue reading our newsletter here.