What do you love most about being a financial advisor?
What I love most about this business is listening to people’s stories: what events have transpired in their lives, how these events affected them and made them into the person they are today, and how they came to be where they are in life. This usually leads me to a question, which is wanting to know where they see themselves in the next ten years. Their answer becomes the basis by which we start building a financial plan for the future.
What do you feel most grateful for in life?
Overall, I’m most grateful for my family, friends, and health! Along with that, I’m also grateful for the gift of my clients. I wasn’t able to fulfill my dream of becoming a physician. After a lot of twists and turns, I’ve still ended up helping people, only instead of treating illnesses, I support people in realizing their hopes and dreams.
If you were not in the financial services business, what would you do?
During the winter between college and grad school, I ski-bummed in Vail and worked for a friend. At that time, I considered a career that I thought was the best of both worlds; this was to become a ski instructor in the winter and a golf pro in the summer. I have redirected that desire to coach people by becoming a financial advisor. Rather than teaching the art of carving turns or correcting a slice, I have the joy of helping clients pursue their dreams.
The Bellmar Family (Lise & Ric)
Check the background of this investment professional on FINRA’s BrokerCheck at https://brokercheck.finra.org/.