Watching clients achieve their lifelong financial goals is the most satisfying aspect of my profession. It's rewarding to assist clients with the entire process, from guidance during the asset accumulation phase to the ultimate destination of a comfortable retirement. I find it gratifying each time a client reaches a milestone that they didn't initially think was possible. Helping people help themselves ... what more could you ask for!

Patience and being a good listener. Although most clients' questions or concerns relate to money, I tend to focus on what they say, or in some cases, don't say. In many instances, the best strategy for a client to realize their objectives isn't strictly associated with finances. Guiding clients to "paint a verbal picture" of what they want in the future often enables us to create a viable strategy to ensure their goals are attained, whether or not it involves their investment portfolio.

"Whether you think you can or think you can't -- you are right."

-Henry Ford

White Fang by Jack London, Catch 22 by Joseph Heller, and Free to Choose by Milton Freidman

Long-distance bicycle rides, hiking in the mountains, and watching my grandchildren grow up.