My roots in the financial services industry started in 1987 when I began working at a well-known investment company based in Boston. Over the next ten years, the best education I received was learning the securities industry by helping customers with mutual fund investing, individual securities trading, and financial planning concepts, all while learning to provide superior customer service. In the last year of my career at this company, I grew uneasy. I had the desire to advise people with much more depth than I was allowed to. I saw too many people making emotional and risky financial decisions because they chose to “do it themselves.” They simply didn’t know what they didn’t know. Coordination of retirement, investments, insurance, business, estate, and taxes was how I could truly help these customers, who were in desperate need of help. While earning my MBA in financial planning at the University of Dallas, I developed a desire for entrepreneurship and decided it was time to take a huge leap of faith to start my own practice. With no clientele, but armed with industry knowledge and the skill of great customer service, I set out to build a financial planning practice.
After spending eight additional years with independent firms building my practice, I founded Snow Financial Group LLC in 2006 with the purpose of offering true personal service to my clients. We focus on two primary values: first, offering great client service. We keep our client list small to provide clients quick access to me and the staff while cultivating great relationships. Our second value is creating a comfortable and easy atmosphere where people like to come and talk about their financial lives. The industry has changed so much since 1987; however, my passion for these core values has proven to be a successful formula. Snow Financial Group starts with being personal. I feel like the families in my practice are part of my personal family. If you decide to be one of the families we serve at Snow Financial Group, you will experience wealth management like you’ve never experienced it before: personally.
Securities may be offered through registered representatives of Kestra Investment Services, LLC Member FINRA/SIPC and is not affiliated with any other entity referenced. The opinions expressed in this publication are those of the author and may not necessarily reflect those held by Kestra Investment Services. Kestra Investment Services does not offer legal or tax advice.