What was a seven-year-old doing sitting there while Big John was bring a 2^nd round of handmade ice cream Sundays to the pool and clubhouse that was his many a day.  It was a far cry from that apartment that once held a chronic alcoholic mother and a small child. 

What a gift but why he commonly asked. 

The question kept popping into his head with each new opportunity.

Well, the why was never answered but now after 40 years things just clicked one day, I had found my purpose.

I didn’t realize it was ingrained in me so early but even in my wandering years it would always softly whisper this is why you are here.

Weather it was the Jesuits mission of men for others from high school, the camp mission of the other fellow first or the surrounding on tremendous wealth while I was a seven-year-old boy (yes, that me on the Rockefeller estate) my calling was clear to serve other people.

It was even there in my earlier selfish pursuits of wanting to be a talent agent and represent other people’s interest.

So why do I say all this, it is simple and reason for this newsletter.

As a real financial advisor for over 15 years, I have learned I can have such a larger impact with clients, friends, and co-workers by contributing more to the planning relationship.

And this is why contributions evolved into this monthly newsletter to help build wealth and physical and mental health.