When I first started working in the financial industry, I came into the business from the tax end of things. I worked for one of the largest accounting firms in Boston, and noticed from the start that the tax advisor doesn’t have a fraction of the impact s/he could have on the client.
To me, the tax business feels really reactive. People typically come and see you once a year, and then you have to deal with the consequences of whatever actions they have taken over the course of the previous year. I always want to say “But wait, if you’d asked me about this last year, we could have discussed some alternate strategies!”
Combining the tax conversation with a discussion of pro-active strategies that you can take to help both grow your financial position and protect yourself seems like the natural thing to do. This is why I eventually left the big accounting firm, obtained my CERTIFIED FINANCIAL PLANNER™ Professional designation, and started my own independent fee-based planning business.
In 2017, I made the decision to merge my practice with Beck Bode, and I couldn’t be more excited. I’m passionate about helping people achieve their financial goals so that they in turn can have the freedom to pursue their passions. The Beck Bode investment strategy aligns perfectly with my own perspective on money. It’s a straightforward, disciplined, fully transparent investment approach that clients not only understand, but also works. How many advisors can say that to their clients?
Yes, I still do help clients with tax efficient strategies – except now, I get to proudly share what I think they might want to do with their savings: grow them some more! I’m also thrilled to be in a position where I can connect with clients beyond tax season. I want my clients to know that they can call me anytime they have a question that may impact their finances.
I’m a family guy, which is a trait I share with the Beck Bode team. As one of five kids, I’m excited to grow my own family with my wife, Michele, with whom I currently have two young daughters.