09/28/2026
Being different…
I take a lot of pride in encouraging it. Why stay towards the norm when life has so much to offer to the bold? 🧐
Cheers to celebrating an accomplishment from this weekend:
1. Passed the TPCP (Tax Planning Certified Professional) designation!! 0.1% of advisors in the United States have completed this ↗️
2. This is the 4th designation I’ve completed. 0.01% of advisors in the United States have done the ones I’ve done all as one person ↗️
3. Less than 10 advisors in the United States have done these under the age of 30 ↗️
Let this not come across as “gloating” or that I’m the “best” advisor around... There are a TON of great advisors, and while I can always APPRECIATE a good compliment there’s a DIFFERENT message…💡
1. Take PRIDE in being different and UNIQUE 💯
2. Clients want GREAT advisors, and it’s incredibly fun finding new ways to bring families / people value in life even beyond financial services 👌
3. Never stop LEARNING 📕
4. Knowledge is NOT power. Knowledge APPLIED is power. What will you do with the information you learn and how can you use it to serve those around you 📈