My journey to become a Wealth Confidant has taken me down unexpected paths. I started my professional career as a CPA, then pivoted to become a stock broker. After five grit-tested years of cold calling, I jumped to a new role as Chief Financial Officer for a wealthy family who was setting up an office in Bellevue, Washington. This is where I began to understand what it means to be a trusted advisor.
As Microsoft began minting millionaires, I saw a clear vision of where the financial advisory business was heading. I opened the Seattle branch of a Silicon Valley-based company serving the needs of these new wealth creators, which then led to launching my own financial advisory business called Highland Private in 1999.
My vision for Highland was to create a business culture that valued caring for people, pursuing excellence, personal growth and development, and cultivating lasting relationships with clients.
Over twenty years later, I still believe in that model. When you pair outstanding expertise in financial services with heart-centered coaching skills, you develop unbreakable relationships with clients. As a Wealth Confidant, you can become an indispensable guide who connects money to a meaningful life.