Our firm was born out of a strong commitment to family and work-life balance. The ability to spend time with the next generation to a significantly greater degree was a major factor in our decision to take the leap of leaving the safety of a good job with benefits in favor of flexibility and autonomy.
John left a role with JPMorgan Chase that tied him to his branch in Illinois. Ben left a role with Merrill that resulted in 11 hours away from the home each day due to a long commute. With the ability to work remotely unlocked during the pandemic, we both began to reimagine what our work-life balance could be.
We hold nearly every meeting through a Zoom call. This allows clients to schedule meetings in the comfort of their home, without worrying about a commute to an office location. It allows father and son to work together while located on opposite sides of the country. It allows us both to dedicate zero hours to commuting, and instead be present when and where our family needs us, while simultaneously maintaining stronger availability to clients.
Now, as we work to build the next chapter of our lives with our own financial planning and advising firm, we love the opportunities to get to know individuals, families, and businesses from coast to coast, and to understand the unique circumstances and priorities that led them to this point and will shape their futures. It is an honor and great responsibility to earn and retain the trust of our clients through quality planning and investment advice.
