“Someone is sitting in the shade of a tree today because they planted that tree a long time ago.” – Warren Buffett

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During the first decade of my career, I immersed myself in the dynamic world of digital media and advertising, gaining valuable experience on both agency and publisher sides. One of the most enjoyable aspects of this industry was the chance to connect and collaborate with a diverse array of fascinating individuals. As time went on, I felt a desire for a new challenge while still wanting to stay connected with the incredible network of people I had met throughout my advertising journey.

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Noticing that many of my media peers were seeking guidance in making sense of their 401k savings, a spark of interest grew within me to help my fellow professionals navigate their finances and pave the way for long-term financial success. It was during this period of self-discovery that I came across Lucent Elm Wealth Management - a firm known for its strong client relationships and its ability to simplify the complex world of investing.

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Recognizing that this was the perfect platform to embark on the next phase of my career, I eagerly joined Lucent Elm, where I could combine my passion for media with my newfound mission to assist my peers in achieving their financial goals.

 

At Lucent Elm, we believe in building lasting relationships and making investing more accessible, allowing me to continue working alongside fascinating individuals while guiding them toward a financially secure future.