What would you want your legacy to future generations to be?
My legacy is to leave behind a legacy of clients who feel that we provided a valued service and did it with their best interests always in mind. It is also very important for me to leave behind a legacy of employees, my team, who feel empowered to dream, but more importantly … take action. “Ambition is not what a man would do, but what a man does, for ambition without action is fantasy.” –Bryant H. McGill.
If you had to choose another profession, what would it be? Why?
I would be a teacher. Throughout my life, it was my teachers who told me I was special, who made me feel as though I could take over the world. I want to inspire the youth of tomorrow to do the same.
What is the biggest challenge your industry is facing?
Self-directed IRAs have existed for the last 40 years, but only 2 percent of the population even knows you can have one.