Dick brings to TDC over 48 years of experience in the areas of wealth management and estate planning.
What path led you to wealth management?
I grew up in the life insurance business and as my clientele grew I saw the need for wealth management. We were taught “You will earn a fortune” But we didn’t know what to do when we met some one who had a fortune. It was a natural transition.
Why did you join TDC?
I joined TDC because my son and son-in-law had a lifetime opportunity to join the firm and I knew as I got closer to retirement I needed to be with them to smoothly transition my client base and maximize the value of my business.
What most excites you about your work?
I love the relationships I have created with my clients over the past 45 years. I feel responsible for there financial well being as they have put their trust and confidence in me. I love what I do and plan on continuing as long as my health allows and as long as I love it.
What has been your most rewarding career experience?
Probably the many times I have been able to help a client and their families with their planning, helping turn their dream of retirement into a reality and helping them maintain the lifestyle to which they have become accustomed past their working days. Also, helping to assist clients with the planning of their financial security, many of whom may not have been able to do it on their own.
What personal accomplishments are you most proud of?
Having a great marriage for 50 years, for raising 4 children that have great marriages and great families and are very successful in their respective carriers. For having 16 wonderful grandkids. I may be most proud of my 11 year old grandson who died from brain cancer Oct 1 2015. He had life figured out way ahead of the rest of us. He taught all of us that having faith in God is all that really matters.
Why do families need to be stronger, closer, and wiser?
The family unit is the entire foundation of our society. You don’t have to look very far to see that when the family unit breaks down everything else falls apart around it. You could say it is selfish to have a great family because it is the best way to journey through life. It is very difficult in today’s society to have a great family without having a strong religious faith.
What do you like to do outside of work? What’s your favorite way to spend a weekend?
Our life is our family. We have a cottage at the lake that we built to accommodate all 26 of us. We spend many weekends together during the summer at the lake as a family. Marianne and I’s major goal in life at this stage is making memories for our grandkids that will far ourlast us.
What are some of your biggest influences?
I was blessed to have had great mentors at each stage of my business life and my personal life. I was also blessed to have married way over my head and figured that out at an early age. I have found most successful men have great wives along with strong spiritual beliefs.