I’m not a model employee. It was never going to work out at my former brokerage firm. While I learned a few things, I also learned about how the financial industry is designed to maximize profits above all else. This never sat right with me, so I did what most advisors never do. I left to start over.

Aspen Leaf Wealth Management was born in late 2012. Admittedly, I had no idea what I was doing from a business standpoint, but I knew exactly what I wanted to do from an advice standpoint.

Moving from selling products to delivering advice was easy. I don’t regret eschewing commissions and I’m never going back.