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While starting my graduate work at the University of New Mexico, I was recruited by a major financial services company. I worked directly for “a legend in the company” and learned a lot about Wall Street and the insurance industry. Most of it I didn’t like at all. I spent most of my time questioning why we did not do things that truly benefited the client. It was not long before I was dismayed; I resigned my position in search of a better way. Disenchanted and truly believing there was a better way to make an impact, I implemented kaizen methodology to my professional way of being. My goal was simple; I wanted to make an impact on our community by sharing smarter strategies for managing and protecting wealth to those who have worked hard and value their money, so that they too can experience less stress and focus on those issues that mean most to them.
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