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ABC WEALTH
WEBSITE BIO QUESTIONS

What is the significance of ABC Wealth?

As the Son of a police officer and a nurse, with two sisters, five children of my own, a wife of 25 years (dating since 1984) and a professional football player for three seasons after college. I’ve learned a lot of life lessons.  As a Father, our children have been through cancer, life threatening surgeries & autism, in addition to the typical trials all families are confronted with.  This has molded me into the person I am today.  A success story about a man of faith, who is overwhelmed daily with gratitude of God’s grace.
For me, life is about the ABC’s.  It is the way I live my life, raise my children & share with anyone who wants to know more about me.  It starts with what we can control & what is uncontrollable.  I can’t control the markets, interest rates, a possible trade war or earnings reports the same way I cannot control a terrible health diagnosis or family tragedy.
But what I can control is my: Attitude – Behavior – Commitment.
We were never promised an easy life and in fact, throughout our lives it sometimes breaks us down to our knees if we allow it.  We all fall from time to time, but to succeed we must fall forward, not backwards and examine what it is that we can control & what is uncontrollable.

What is always under our control?

Our: Attitude – Behavior – Commitment.  This is where I spend my time & energy at home and with my practice.

Are you the owner, if so, when did you start the firm and why?    Yes, Sept 2016.
After a career of 16 years in the corporate world working at global multi-national firms, one discovers very early on that their priorities are: Firm 1st, Advisor 2nd, Client 3rd.  This has always been contrary to my belief system, which is to serve & put others 1st, not ourselves.  Today as a Registered Investment Advisor (RIA), I have a Fiduciary responsibility to my clients, which I embrace wholeheartedly.  Sadly, 95% of the industry advisors are not.  In my view, the top priority must always be client’s first, always. Large firms with parent companies have always existed on a “pay-to-play basis.”  They force/entice their advisors to use only their proprietary products, or only ones they have “approved” for sale, meaning those who have revenue sharing agreements (kickbacks) to the parent company for the privilege of allowing them within their distribution network.  These “Partners” are the companies that fund their “Top Producer” trips around the world.  Unfortunately, there is nothing that can be done when you are employed by them, even if you are a top advisor with the right mindset, you still must adhere to their policies.  I’ve gained a tremendous amount of training & insight over the years while working in this environment, learning what to do, but more importantly, what not to do.

 

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