I thought I had found my dream job at age 21. I landed an internship with a firm that had a small practice managing the financial lives of high net worth celebrities. The firm provided their clients fully comprehensive financial management – taxes, investments, contract negotiations, philanthropic plans.  The movie star part was definitely cool, but so was all the complex strategy!  The only problem? The department I longed to join didn’t hire college kids.

The disappointment proved temporary and I went on to get my CPA license.  I had a vague notion of opening my own firm, one day.  The idea started to take shape right around the time I stopped thinking about it.  I was working for a tech start-up that was preparing to go public.  My finances became complicated and I was drowning at work. I asked my CPA friends for tax preparer recommendations.  In complete absence of enthusiastic replies, I could start to hear the opportunity knock.      

  As an intern, I saw firsthand how the financial industry tends to provide the best financial care to the people who arguably need it the least.  I started WealthDevs to help broaden access to sophisticated financial care and serve an audience who could more meaningfully benefit.  Ultimately, I believe a hands-on comprehensive approach is the key to unlocking your best financial life outcome (and a client experience worth getting excited about).  While far from the norm today, the landscape is changing and I hope you will join me in pushing the industry forward.