My Independence Day …

Call it re-incarnation or born-again, this former Wall-Street professional is a changed man.


Too bigToo Big to Fail, tech bubble, recession, 9/11, Bank of America, Merrill Lynch, Citigroup, Smith Barney, Morgan Stanley – been there, done that.

The night of Sunday, September 14, 2008, I sat, legs swinging over the Hudson River on the Jersey side, staring across the river at the empty space of what used to be the twin towers. Just to the right, employees of Lehman Brothers were walking into a tall building empty-handed, only a few minutes later to reappear with a small box of personal belongings. At this moment, I realized there was more to life than money.

I made conscious change to move across the country and learn independent wealth and investment management. I have studied with some of the most brilliant minds in the financial industry and now my practice solely exists to help people better their quality of life. The main difference is now I’m having conversations about real life and helping people focus on what they can control. But there is one thing I do not understand. Why do people continue to support and do business with the Big Banks of Wall Street?



One thought on “My Independence Day …

  1. Because. They are easy? I to have came to realize you have to work your assets instead of letting it work you. But the bigger question is how much is enough? Can you really live that simple and be content?
    I say yes.


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