It’s humbling to reflect on celebrating FIP’s 30th anniversary. From the basement of our townhouse to now helping over 800 families, Worry Less and Enjoy Life More® is more than a tagline. It’s a true testament to what happens when you constantly put your clients first.
Back in 1995, my dad had already built a successful career in the insurance and investment business. But he knew there was more to it than simply selling term policies and mutual funds. He saw firsthand that people needed holistic, ongoing financial advice, not just products. With his background as a CPA, a master’s degree in finance, and a reputation as a top sales leader, financial planning was a natural evolution.
At that time, financial planning was still in its early stages. But visionaries like my dad recognized that the future wasn’t just about selling. It was about giving people confidence in all areas of their financial life. What he came to learn—and what became the foundation of our firm’s success—is that financial planning isn’t just about the numbers. It’s about helping families gain the confidence to live fuller, more meaningful lives.
He aligned himself with the best coaches in the business and spent countless hours during my childhood running educational retirement seminars. Financial Independence Planning was built one relationship at a time, with a relentless focus on putting the client first.
When I graduated from college, I knew two things: I wanted to be successful, and I wanted a career that would allow me to make a real impact. I remember sitting in my dad’s office during a routine review with one of his clients and hearing them talk about enjoying their retirement. I realized that my dad had helped them get to this point. That was it for me. I was hooked.
By then, my dad had built something truly special: a firm with a repeatable process that delivered the same great experience for every client, a team of 10 who always put clients’ interests first, and a loyal client base that knew we’d be by their side for the long haul.
When I joined the firm, I embraced his vision, but I also had big dreams of my own. I didn’t want to just maintain the practice. I wanted to grow it. I wanted to help more families. And I became obsessed with improving every aspect of our client experience. I didn’t just want satisfied clients—I wanted raving fans.
From the basement of a townhouse to two thriving offices and hundreds of happy families, I couldn’t be prouder of what my dad started and what our team at FIP delivers today. Helping families Worry Less and Enjoy Life More® isn’t just what we do—it’s who we are. And nothing makes me or our team prouder than being part of that mission.
As we look ahead to the next 30 years, we’re more committed than ever to raising the bar. We’ll continue working hard to deliver even better service, deeper relationships, and more impact for the families who trust us.
Because that’s what my dad started. That’s not just our promise—it’s who we’ve always been.
It’s the legacy my dad built—rooted in amazing client experience—and it’s a legacy we’re proud to carry forward every single day.
