In my youth, I dreamed of becoming a missionary bush pilot. The thrill of airplanes, exploration, and adventure fueled my aspirations. Fast forward 40 years, and I find myself working as a financial advisor. How did that happen?

Like many, I initially took jobs to pay the bills. Moving from one job to another, I juggled responsibilities—buying a house, raising a family, and upgrading vehicles. The cycle continued, and I ended up as a grocery store manager. While it paid the bills, it lacked the excitement of airplanes and adventure. Still, those ten years weren’t wasted; I learned valuable teamwork skills.

Then came a turning point—I joined Ameritrade during the late ’90s dot-com boom. Although no airplanes were involved, I immersed myself in a new world. The rapid growth and crashes of internet companies fascinated me. The rush of learning and keeping up with rapidly changing technology drove me. I discovered the qualities of work that truly excited me—exploration and adapting to a changing landscape.

For 26 years, I’ve remained in the investment and financial advice business, continually exploring and seeking adventure. Last year, I started my own business, leaving behind the safety net of a guaranteed paycheck. Now, I learn about new technologies, hone marketing skills, and explore investment strategies. Helping people clarify their financial journeys brings immense satisfaction. 

And while I didn’t become a career pilot, I hold a flying license and bought a little airplane for my wife and me to buzz around in.

Here’s are some lessons I’ve learned over the years; perhaps they can help you too:

Identify Your Values and Mission: What drives you? Seek elements of exploration and adventure in your work. Embrace calculated risks based on your unique preferences.

Clarify Your Aspirations: For me, it’s about enabling others to embark on their own adventures through sound financial planning.

Financial Stability: Escape the debt trap. Prioritize cash-flow planning, debt elimination, and savings. Financial freedom empowers your dreams.

Get Qualified: Keep learning—education, certifications, and experience matter. I’m currently pursuing the Certified Financial Planner certification.

Connect with Mentors: Seek wisdom from those who uplift you. Lunches with different people provide valuable insights.

And now, the crucial step:

Get Started: Act! Begin with small steps, avoid distractions, and focus on meaningful activities that propel you forward.

Don’t numb the call for meaningful work. Reach out, connect, and take that leap of faith. Life is too short for anything less.

If you’re ready to join me on this journey, let’s connect—I’d love to learn from you!

Schedule an in-person or virtual lunch of coffee! 

#PurposeDrivenWork #FinancialFreedom #ProfessionalGrowth #Networking #TakeAction

Disclosures

1: Advisory services are provided by ZEGA Investments (“ZEGA”). ZEGA is registered with the U.S. Securities and Exchange Commission (SEC) and only transacts business in the U.S. in states where it is properly notice filed or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability.

2: ZEGA is not engaged in the practice of law or accounting and any advice provided should not be construed as legal or accounting advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors. It is not a substitute for competent advice from these advisors.

3: Content should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor prior to implementation.

4: The information contained herein is based upon certain assumptions, theories and principles that do not completely or accurately reflect your specific circumstances. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any securities or investment advisory services where such an offer would not be legal. Furthermore, this material may contain certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed herein will come to pass.

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