Did you jump straight into Wealth Management, or did you have a career detour in another industry or field before? Would love to hear your journeys!

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I started my career as a middle school math teacher. After doing that for 12 years, I decided I needed a better work/life balance and found a role as an advisor. I took 4 months to pass all my licensing exams and hit the ground running. It's amazing how transferable skills are - education isn't just in a classroom!

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Interestingly, I started my career in marketing before transitioning into Wealth Management. It wasn’t the traditional route, but my background in communication and understanding client needs has been incredibly valuable in this field. It’s amazing how transferable skills can be!

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