Many would say that an executive-level career in
the financial services industry is becoming more
difficult. What energizes you to continue to stay
the course every day?
The bottom line of what we do is that we affect
and change people’s lives in a positive way and our
industry promotes and encourages growth in our
communities. When we hear from our clients how
appreciative they are and how our work has helped
to enrich their lives, that is encouragement enough to
stay in the industry.
I’m energized to come into work here at Alliance
every day because I see how happy our employees
are working in the culture we have, even in the face of
Principal / President
Alliance Financial Resources, LLC
the challenges of the work that we do. That inspires me to
grow the company and make it stronger to support those
that contribute to its success on a daily basis.
We can’t allow the industry to become so cumbersome and burdensome that we forget the net effect of
what we’re doing, and that is changing people’s lives. When
we hear how a refinancing lowered a payment to a client’s
benefit or that the purchase of a home is allowing a family
to create special memories, it is extremely touching. Despite the more challenging environment, we have the real
life feedback about positive changes for families and communities that are the results of our efforts.
What are the three things you think about if you
awaken at 3 a.m.?
When I consider this question, I realize I don’t wake up
anymore from worries, and I think I know why. I don’t focus
on stressors that would keep me awake. For me, that is a
waste of time and energy and prevents me from seeing the
positive things that are happening around me. I like to find
a solution for a problem quickly to allow everyone to move
forward. I believe every problem is solvable, and I have a
phenomenal group of people who help carry the burden of
reaching and implementing solutions quickly and effectively.
I can highlight three things that are always on my mind
and evolving in some way. The first is ‘am I spending as
much quality time with my children as possible?’ Due to
work demands and volunteer time, I know I cannot be at
every game or event. However, I want to spend as much
time as possible with my children and I always want them
to know that my desire is to support them to the fullest
extent and that, when we have time together, we really
The second thing that is always on my mind is ‘how is
my business going to change for the better or the worse
in the future, whether that is tomorrow, next month, or
next year based on contingent factors for which I have no
control like rates, market movements, industry evolution,
regulation, and legislative demands?’ What small tweak or
large eruption in those factors can we forecast to develop
potential actions to move quickly if needed?
Last, ‘how can I leave my imprint on the industry?’ Each
person defines success differently. There is success in growing and leading a company, accumulating wealth, and being a
good leader. Ultimately, I want to do more than that. I want
to find a way to make a difference and have an impact on
our industry. In my day-to-day work, I think about how I can
ensure that I’m doing that.