After many years as an analyst and manager in the technology sector, I realized I wanted more from my career than building the bottom line of a giant corporation. I wanted to help people and have a direct and positive influence on their lives.
I found that opportunity by working with a good friend, Kurt Marozas, and being able to witness the impact he was having on his client’s futures by helping them smoothly navigate the river of complex and intimidating concepts that comprise financial planning.
That experience inspired me to change my career direction and become a registered assistant. While the journey hasn’t always been easy, I’ve never regretted my decision. When I joined Synergy, I became part of a team of passionate professionals whose sole focus is finding appropriate strategies for their clients. I know that I’m truly helping people now, as an assistant to my professional and committed colleagues.