I had a successful, 31-year career in IT with a financial services company. When I was thinking about a second career, I wanted something that nurtured my passion for solving problems and helping people. When I combined that with my lifelong interest in investing and the financial markets, I decided that I wanted to work in the financial services industry.
I knew that I wanted to work somewhere where the emphasis was on doing the right thing for the clients. Fortunately, I had known and respected Don Savaglia for years and I always admired the way he ran his company. I wanted to leave the office each day feeling I had the opportunity to make a difference in someone’s life.
Shortly after I started working here, Don and I met with a potential client who was retiring soon. She had already spoken with several other advisory firms prior to meeting with us. After that meeting I knew I’d found my perfect career.