This month, Green Financial Group celebrates its 16th anniversary. However, I’ve been in the financial world for over 25 years so I wanted to share a bit of my own journey and why I decided to venture out to open Green Financial Group back in 2008.

After spending nearly three decades in the financial industry, I worked at some of the biggest names out there, but something always felt off. These firms, being publicly traded companies, often prioritized shareholders over clients, and that just didn’t sit right with me.

I saw firsthand how clients were often treated as a secondary priority, and I knew there had to be a better way. That’s why I founded Green Financial Group—to create a firm where the client always comes first, no exceptions.

If you’re curious about the full story – including why I made this leap just before the 2008 financial crisis (with my impeccable market timing!) – I invite you to watch this brief video. It’s a candid look at the values that have driven us from day one. I hope you enjoy and thanks for being with us on this journey.

Please Note: Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Green Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

Opinions expressed in the attached article are those of the author/speaker and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice.