April 2026
Posted by Financial Strategies Group in Financial Planning, Financial Wellness, Giving More, Newsletters
17
Apr
2026
40 years… How did that happen?
On April 1st, I celebrated my 40th anniversary as a Financial Planner, having started at the young age of 22. Yes, for those doing the math… I’m now 62
Looking back, I feel incredibly grateful. Within my first six months in this industry, I knew I had found my calling, and I know that not everyone gets to say that.
Early on, I realized what a privilege it is to guide individuals and families through both the big and small decisions that shape their financial and personal lives. Over the past four decades, I’ve had a front-row seat to so many meaningful moments. Watching families grow, careers evolve, retirements begin, and dreams come to life.