firstname.lastname@example.org | 716.276.1172
Inspired by the Steve Jobs Stanford commencement speech where he told the graduates to leave their “dent” in the universe, I wanted to work in a career that was impactful. Working as a financial advisor, I create strategies for people to help them achieve their financial goals. This has given me a great sense of purpose for almost a decade.
Unfortunately, people generally misunderstand the work we do as financial advisors. Our business addresses the financial needs of individuals whether they live a long time, die prematurely, or become disabled. Most of the time, I help my clients come up with solutions that fit their situation during uncertain times. Luckily, my work at The Establishment clarifies our purpose.
In my free time, I am active in my church and I love traveling. Whether it’s a weekend road trip or a trip overseas, it’s nice to know there is a world beyond my four walls!
Born and raised in Amherst, NY. A diehard hard Bills and Sabres fan. Can do 100 pushups. Gives annually to Catholic Charities.
Starbucks cold brew
Reese's Peanut Butter Cup