Listen to Episode 1 Here:
Why the Retire Your Way Radio Podcast?
This podcast will be used to communicate with clients and potential clients about all things related to retirement.
What is a Fiduciary?
- Graduated from Illinois State University.
- Got my series licenses and was a registered representative at Waddell & Reed.
- Was called to active duty and sent to aid in Operation Iraqi Freedom.
- Moved to Missouri and became a real estate broker.
Moved back to central Illinois and opened an Ace Hardware store in 2006. (I know, retail! What was I thinking? ! )
- Purchased a local Benjamin Moore Paint store and moved it into the hardware store in 2011.
Started my registered investment advisor (RIA) firm in 2013 as a side gig investing money for friends and family. Become a CFP to offer planning services as well as investment management.
- Sold the hardware store in 2018 to focus full-time on running my financial planning firm.
This firm is my real passion, and I’m looking forward to seeing where it leads.