WEBVTT

 

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What I've learned in life

 

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is that you excel at things that you love

 

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and you help the people that you love.

 

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And for me, as an advisor,

 

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if I love my client,

 

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then I'm giving he or she

 

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the best advice that I possibly can.

 

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And over the years, I found that

 

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love your neighbor

 

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as yourself

 

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is probably

 

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one of the most important things

 

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I can do, whether it's in my life,

 

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in my family,

 

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if it's in my faith community

 

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or it's in my business,

 

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it's kind of

 

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have to start with my family.

 

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I've got a family of five, three

 

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adult children.

 

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They're all doing well.

 

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You know, my wife and I adopted

 

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two of our kids

 

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and biologically had a third.

 

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And we belong to

 

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a local church community.

 

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And through that,

 

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you know, our objective as a family,

 

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not just my wife and I,

 

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but our whole family, is

 

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how can we best help

 

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the people around us?

 

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How can we be impactful into their lives?

 

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And by treating them

 

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well, you know, like, you know, who's

 

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my neighbor

 

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and how do I love my neighbor best?

 

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And that relates

 

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directly into my practice

 

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because most of my clients

 

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become friends.

 

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I'm the guy that's easy to get a hold of,

 

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the guy

 

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that you don't have to track down,

 

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the guy that understands

 

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what you're looking for and what you need

 

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and the person that helps

 

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you get it done.

 

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What's important to my clients

 

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is that they get to

 

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where they need to go.

 

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No matter what stage of life they're in.

 

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As a financial advisor of 38 years,

 

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I can assess where they are,

 

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help them where they need it,

 

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to make sure that they are going to be

 

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okay.