Like just about everyone here at Beck Bode, I’m an athlete who understands that fitness takes a long-term perspective. The same holds true for investing and finance. It was this parallel that made the transition to Beck Bode an easy one for me. Having worked in the wellness industry for 15 years, I could see the importance of goal setting and proposing paths to helping clients reach their goals.
What I particularly appreciate about Beck Bode is their investment philosophy. It’s a validated strategy that opens clients’ eyes to the kinds of questions they should be asking their advisors. First, we educate our clients on identifying the metrics and criteria really do matter, and then we show them how to follow the strategy.
Another thing that is important to me is to be backed by an entire wealth management team. Beyond having access to an advisor, every client benefits from the collective experience of a seasoned group of investment and financial planning professionals. Lastly, a well-orchestrated service experience is an intentional component of working with Beck Bode.
When I’m not at work, I enjoy spending time up north, getting outdoors, hunting and fishing in the great state of Maine.
Credentials and Other Trivia
- Bachelor of Science in Kinesiology and Health Fitness, University of Maine