The ultimate reward of my career is serving clients and sharing in their life journey. I hope this book serves as an inspiration to financial professionals to serve clients with excellence and passion and provides insight to any reader to live life fully and be responsible stewards of their wealth. I dedicate this book to my mentors, my peers, my clients and my family for providing me the opportunity and the skills to serve others throughout my career.
My mentor, Gary Giller provided me the opportunity, then the pathway to follow. My business coach, Bob Teichart, continues that guidance to this day – having the uncanny ability to help one know oneself, and do more good as a result. My business partner, Paula Tarpey, for her energy, attitude, and ownership in all that she does. And our dedicated team at Kensington Wealth.
To my fellow members of The Resource Group, the true elite of our industry, with their passion for excellence and service to clients. And, the leadership of John DiMonda and David Berkowitz. And, of course, to my co-authors who I respect as true professionals and dear friends. And, finally, my wife, Carol, and daughters, Paige and Carly, for their love and support every single day.