At a very early age, I remember admiring my parents ability to stretch a dollar as far as it could go to provide for our family. Even though as a child you don’t fully understand money, my parents taught me that its not what you make, its what you keep that matters most. My father explained that saving money and investing was the best way to ensure security for down the road.
Fast forward to college where I knew I wanted to pursue a business degree, but wasn’t entirely sold of the idea on “finance” opposed to other areas like management and marketing. With a strong math background and being extremely social and outgoing, I quickly realized that finance and I fit well together. After graduating, I knew I wanted to do something that involved people and money.
In 2006, I had begun my career in finance and I found Equitable. I loved the training and education I would receive before going out into the field to see clients. The Equitable RBG focused on retirement planning for educators throughout the state and I realized that it was a great opportunity to help a group that so selflessly gave to their students.
Aligning with other like-minded advisors who shared my core values, we formed Eagle Point to provide a superior experience for our clients by offering comprehensive client-focused service with an emphasis on education first. With that, we know we can help our clients achieve financial success and freedom.
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