Reflecting back, it may have seemed unlikely that I would end up in a career centered on financial education and planning. I grew up in a low-income community where financial literacy was an unknown concept. It was not until after I served four years in the U.S. Marines Corps that I was able to earn my degree from the University of Washington that my future started to come into focus.
I joined AIG Retirement Services in 2013 as a financial advisor. I was drawn to the work and this company because my time was spent working with my local community in Wenatchee, WA helping everyday people prepare not just for retirement, but financial security, something that would have made a world of difference to my family had it been available.
I loved helping clients find clarity around, not just their retirement, but what they wanted out of life. Our conversations and planning went far beyond what age do you want to retire, but into what kind of life do you want to live. Many times, we see in our communities, that everyday folks don’t feel confident or worthy to have a high level of financial planning, but our advisors are the bridge to bring this important information to our clients, which in turn could help them feel more empowered.
In 2019, I was promoted to District Vice President in WA and AK. I could never have imagined leaving the financial advisor role as it was the most fulfilling work I had experienced, however, my hope with this new role is to be a resource to my team, so that together, we can provide a better client experience to more individuals. I have been fortunate to find a company where I can be rewarded for my efforts, while doing work that I am so proud of.