The journey I took towards starting my own company was definitely not a typical one, but it has been amazing, and extremely rewarding.
I thoroughly love my job. In fact, becoming a financial advisor is the 4th best decision I ever made (see wife and kids below for decisions 1-3). I have successfully grown as a person, advisor, and business owner, over the last 15 years. It’s all thanks to two hugely influential figures in my life. They both served as direct influences on my career.
The first was my grandmother, who went back to work at the age of 53 after my grandfather suddenly passed away. She worked for 12 years to earn a pension to supplement social security and remain an independent, self-sufficient person.
She spent the rest of her life scrimping and scraping to pay the bills, yet somehow always managed to give her grandchildren and great-grandchildren a little something for our birthdays and Christmas. More impressive still, she hosted lunch every single Sunday for the entire family for 31 years.
The second person was a professor I had in the MBA program at Penn State. He not only convinced me I could become a financial planner and investment advisor, but that I should start my own business from the outset. His encouragement and direction were invaluable in getting my career and Great Oak Wealth Management, where it is today.