People will always have financial needs to address, goals to attain and dreams to achieve and our mission is to help our clients with theirs. If we can help you with yours ...
In 1990, straight out of Cornell University, I began my career in financial services as an agent for a major life insurance company in Syracuse, NY. I was on my way. I especially enjoyed meeting with people, discussing their financial needs and desires and creating workable solutions.
Sadly, about a year later my dad passed on. In support of my new position (or perhaps because he did not want me moving back home) he had purchased a life insurance policy from me. Can you imagine – being in the business for only a year and having to deliver a death claim to your mother, for your father no less?
During this period of personal distress I realized that I wanted to work with my clients in an even more comprehensive way, especially in the area of their investments. I obtained my license to sell mutual funds followed by my general securities license; however it became clear that I would not be able to work with my clients in the manner I thought best in my current employment situation
Fortunately, in 1994, I was introduced to Cynthia Scott, founder of OMC Financial Services. Cynthia understood me right from the start; she, too, had worked for an insurance company and decided it was not the right fit for her. In 1982, she started her own independent investment company and in 1988 transformed the business into a fee-only registered investment advisory* firm.
OMC was exactly what I had been searching for: independent so I answered only to my clients, fee-only rather than sales-oriented and structured to align our interests with those of our clients. It offered an environment that truly fostered a partnership with each and every client. I jumped at the chance to join her…
…And here we are. Working with wonderful people in an interesting and dynamic field, I truly love what I do. Alongside our clients, we have endured the difficult stretches and celebrated the rewarding times. People will always have financial needs to address, goals to attain and dreams to achieve and our mission is to help our clients with theirs. If we can help you with yours, Let’s Talk.
*Registration does not imply a certain level of skill or training.
