Why I chose a career in the Securities Industry 

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Investing for retirement shouldn’t feel confusing, overwhelming, or out of reach.  After reading books authored by Suze Orman and John Bogle (The Creation of The Vanguard Group), I was inspired to seek a career in the securities industry that would allow me to educate everyday investors. A position that would allow me to help provide low-cost retirement solutions that were accessible and easy for the average worker to understand and embrace, without requiring a finance degree or a large fortune to get started.

I found an opportunity to accomplish that goal in a challenging and intellectually stimulating environment.  A career that continues to provide great fulfillment and opportunities to build relationships helping clients identify what they want to achieve and then providing the support necessary to achieve those goals.