As I reflect today, personally and professionally, I now, more than ever, understand what John Lennon was telling us when he said “Life is what happens when you’re making other plans.” The first time I saw that message was in my childhood home, on my parents’ refrigerator door.
I learned a lot from my parents, but nothing as important as what I witnessed in hard work and perseverance. As one of seven children raised in a typical middle-class family during the ’60s and ’70s, that’s pretty much what life entailed. You want something? You work for it.
Having been a member of such a dynamic family and being fortunate enough to enjoy a high school and collegiate career in sports, I understand the importance of commitment to teamwork, camaraderie, and responsibility in achieving goals and fulfilling the dreams of others. I began my career as a financial advisor upon my graduation from John Carroll University and have never looked back—coupling my interest in finance with the fact that I could genuinely help people and have an impact on their financial future continues to resonate with me now 31 years later.
Ours is an ever-changing, intriguing profession that demands these very traits. Working alongside my valued clients has allowed me a very rewarding career that continues to develop with exceptional service and open lines of communication. Financial well being involves partnership. At Bridgeview Wealth Partners, our focus is clear: using our experience to prepare you for and guide you when “life happens.”
Licenses: FINRA Series 6, 7, 26, 63, and 65 securities registrations; life and health insurance