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It Starts With Being Personal

It Starts With Being Personal

| April 22, 2017

My roots in the financial services industry started in 1987 when I began working at Fidelity Investments.  Over the next ten years, the best education I received was learning the securities industry while helping customers with mutual fund investing, individual securities trading, financial planning concepts, and learning to provide superior customer service.  In the last year of my career at Fidelity, 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.  While earning my MBA in Financial Planning, 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 and armed with industry knowledge and the skill of great customer service, I set out to build a financial planning practice.

After spending eight 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. To this end, we keep our client list small to provide clients quick access to me and staff while cultivating great relationships. Second, 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 around these core values have proven to be successful formula.  Snow Financial Group, LLC 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, LLC, you will experience wealth management like you’ve never experienced it before, personally.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Snow Financial Group, LLC is not affiliated with Kestra IS or Kestra AS.