Financial Planner
Valor Investments and Planning — Easton, PA
I work specifically with millennial sales reps who earn strong income and want to build wealth intentionally -- even if they don't plan to stay in sales forever.
Before I was a financial planner, I was in tech sales. I crushed quota. I had big commission months and slow ones. I dealt with variable income, supplemental withholding that never covered my actual tax bill, and the question of where all the money went after a strong year. I lived the exact situation my clients are in now.
I got into financial planning because I wanted to own what I was doing. I didn't want to sell life insurance to everyone who would sit across from me -- I wanted to do real planning for people whose income situation I actually understood. The clients I work with now are the people I would have wanted a planner like me when I was sitting on their side of the table.
I connected with Valor Investments and Planning through my pastor during premarital counseling. Valor's founders had left Mass Mutual, New York Life, and similar firms for the same reasons I didn't want to start there. Same values. Same philosophy. Same reason for leaving the old model. It was the right fit from the start.
I run my own book of business through Valor, which means I work end-to-end with every client -- the planning, the investment management, the follow-through. The Valor back office handles the paperwork and compliance. I focus on the advice.
If you're a sales rep with strong income and no clear system for what to do with it, that's exactly who I built this practice for.