I’m really good at figuring out complicated stuff. Every client situation is a unique puzzle. We take all the facts and figures and put them together in a way that finally makes sense. Sometimes we find a puzzle piece just doesn’t fit and needs replacing – like an old insurance policy, for example. Sometimes we notice missing pieces, like a defined benefit plan, an estate plan, or a tax strategy. Then we consider the personal piece – who is this client, what do they really want out of life, what scares them, what makes them happy? It’s all part of the puzzle. My inquisitiveness and love of research. I do that all day long, every day. I started out in accounting, then learned the advising sid