Hey all,

Sorry it’s been a few sporadic weeks for my posts. September and October are conference season for us financial advisors. So I’ve spent three of the last four weeks at conferences investing in myself so I can be a better advisor for you.

At the latest conference, the NAPFA 2018 Fall National Conference, I was awarded the NAPFA 2018 Inspiring Leader Award. The award is presented to a member who has established a record of encouraging, motivating and engaging others in reaching their full potential. Specifically, I was recognized for my work with clients, my education through my writing, and my leadership in diversity and inclusion in our industry.

I’m very grateful for this recognition and take it as affirmation that I’m in the right place, doing the right thing, for the right people and with the right people. I would also like to thank all of you for your trust and support, as I continue to create a firm that truly serves you, as well as my own purpose and values. You can read more about my experiences these past few weeks in the social media links below.

Back to my regular content next week! Thanks again for your support.

Best,

Brian