"I became passionate about investment and financial planning thanks, in part, to a former manager who taught me that when working with clients, trust is everything. I grew up in an extended family that put a lot of emphasis on trust and respect for each other, so this really rang true for me. These values spill over into how I view life, and in turn, how I feel my clients should always be treated. My family, while not wealthy, certainly appreciated the dollars they earned and passed on to me the importance of planning for the future and the importance of attaining financial independence. Planning for my clients future and delivering to the trust they put in me is what brings me joy and why I love what I do."
Connie Vanin