He then started directly in the financial services industry in 2006 working for a large insurance company in Boston. He was able to move up the ranks and become an investment representative back in the Midwest working with financial advisors on investment recommendations and business development. After 5 years and countless windshield time, the opportunity to fulfill a career aspiration and become an advisor with TRPG in 2011 was one he couldn’t pass up. His experience developing rapport with foreign ambassadors and cultivating a productive sales territory has translated well to his inter-personal skills as an advisor.