I began my working career as a chemical engineer and after nine years decided that a career change was in order. It was then that I began my relationship with the financial services industry. Some people may not see a connection between engineering and financial services. The commonality between the two is problem-solving, and engineers are excellent problem solvers. For over 35 years, I grew a successful practice by helping people solve their financial problems. As the practice grew, I realized that many of the financial challenges people faced required more extensive planning, which led me to become a Certified Financial Planning practitioner.
Why do you coach?
I’ve always had a passion for helping people. Initially in my career, it was guiding my clients to achieve financial success and comfortable retirements. Over the years as an advisor, I experienced a number of different coaching programs, including the Oechsli Institute. My coach at Oechsli had a big impact on me. When I decided to leave production, I felt my knowledge and experience in building relationships and working with people could be beneficial for other advisors. I’m thankful to the Oechsli Institute for allowing me to share my skills with others.
How would you describe your coaching style?
My style is to help people think through whatever situation that confronts them, in order to come up with their own solution. Encouraging them and sometimes prodding them to find an answer that works for them, that they own.
What are some of your personal interests and hobbies?
My wife and I enjoy hiking, sailing, and engaging in spiritual discussions.
What do your clients say about you?
“He asks a lot of questions and makes me think.”
“He is pleasantly persistent and not afraid to hold me accountable.”
“He’s a great sounding board and has some keen insight.”