Number of Employees: 5
Years in Nevada: 18
Years with Company: 8
If you could be another person for a day, who would you be? Why?
If I could, I would be Thomas Jefferson for a day. It would be incredible to be a part of the Founding Fathers and to have direct impact on the founding of the United States of America. I’d love to take part in writing the Declaration of Independence and sharing my visions to form our country.
What is the biggest challenge your industry is facing?
The biggest challenge facing our industry today is combating the false message about retirement from Wall Street and the number of baby boomers entering retirement. As more and more people enter retirement, the resources including Social Security and assistance to make retirement decisions are becoming more and more limited. The latest reports show that as of this year, baby boomers will be retiring at a rate of 10,000 people a day, and Social Security is estimated to become bankrupt by the year 2022. With these staggering statistics, I do not think our industry is ready for the number of retirees we will see in the next few years.
What is the best perk of your career?
I enjoy being able to teach people the questions to ask and the problems to solve in order to create the retirement they have always wanted. With every client, I am able to take a straightforward approach to assess the impact of their major financial decisions. I help develop a sequential income plan so clients never outlive their money and that their income keeps up with inflation to keep them protected when “unknown” expenses arise later. The results ensure that all components their financial affairs work in collaboration and produce the best possible outcome.
What was the toughest lesson you’ve learned in your career?
One of the toughest lessons I have learned in my career is the importance of a family and work balance. It is important to me to be able to balance my professional career and my time with my family. I’ve found that a healthy balance of work and the time I spend with my wife, Julia, and our three children makes for a healthy and complete lifestyle both in and out of the office.