Category Archives: Financial Advice

Before You Google…

Posted on October 22, 2017 by 40 Years In The Industry

If you’ve decided you need help with your finances, finding the right advisor for your situation starts with a conversation.  But not where you might think.  It starts with having a conversation with yourself, and your partner if you have … Continue reading →

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Change is Inevitable

Posted on September 15, 2016 by 40 Years In The Industry

It’s been some time since I posted my last piece, and I’ve made a promise to myself and anyone reading this to do a much better job.  A project came up giving me the opportunity to really dig into Financial … Continue reading →

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(and do you need an advisor to accomplish it?) I started this blog over a year ago, and then got sidetracked working with a firm that was contracted to completely revamp the wealth management process at a large accounting firm.  … Continue reading →

Posted on January 6, 2014 by 40 Years In The Industry | Leave a comment

Hello world!

Posted on March 21, 2012 by 40 Years In The Industry

Welcome to my new Finding A Trusted Advisor blog.  I’m a 30 plus year veteran of the financial services industry.  I’ve held many senior positions in the life insurance and investment community and now I’m taking that experience and writing … Continue reading →

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