What do you enjoy most about wealth management?
“The people who do financial planning love someone. They are different than people just seeking wealth. It is so wonderful to see a couple interact verbally and non-verbally in a way that says they care about each other deeply.”
What’s the biggest challenge?
“I would say the stock market is the biggest challenge. I try to make things as logical as possible. I like them that way. With the stock market being a tool for wealth creation, it will always be a part of the equation whether it makes sense or not.”
What do you love most about owning Doussard Financial?
“It’s a great place to spend the day. Beyond taking care of people, I always have the option to put my family and my life first. Those are the same rules I use for Mikki and Tavia. I believe in working hard, but I also know that family, friends, and life are more important than work. It is the same wisdom I want to impart on each of my clients.”
What quality of yours makes you best suited to do what you do?
“I can get just as excited about others achieving their goals as they do for themselves. Working with some of my clients for 15 years, I’ve had the privilege of seeing some of these long-term goals come to fruition. It is so rewarding to see clients (my kids), have a plan, work their plan, and be rewarded for their efforts.”
How should people think about money?
“Money is a tool. It doesn’t define who people are or make them special. Like all tools, it needs to be taken care of and used for its intended purpose.”
What are your favorite things to do outside of work?
“Being the parent of a 14-year-old, outside-of-work activities are still predominately driven by kid activities. We love traveling and seeing new places. America is such a beautiful and fantastic country to explore. There used to be an ad that said “See America. It’s close to home.”
What would you be doing if you weren’t at Doussard Financial?
“If I weren’t at Doussard Financial, I would go back to tour leading. (I did camping tours for English-speaking foreigners across the United States and Canada.) The way I look at it, tour leading and what I do now as a financial advisor are very similar. I figure out where my clients/passengers want to go and take them there in an efficient and timely manner—with some fun along the way. However, with financial planning, I get a home.”
What is one of your favorite quotes?
“Just one? How about “Happiness is wanting what you have.”
If you had one message to spread to the entire world, what would that message be?
“There are a lot of things more important in life than money. Investing time in our relationships and health are just two of them. We are responsible for painting the portrait of our lives—one day at a time. This is a job I think we should all take seriously, since no one knows how much time we have.”
What makes Doussard Financial different from other firms?
“I was with a different broker/dealer before Commonwealth and when we left the high-level management looked us in the face and told us that we couldn’t have their money. The money they were referring to was our clients' assets. I still remember how shocked I was to hear them call that money their own. I know who the money I take care of belongs to. I make sure everything is where it needs to be and if there is a better way of doing things I make sure my clients are aware of their options and make sure nothing is forgotten or overlooked.”
What is your secret of success?
“I take great notes, have good systems in place, and surround myself with amazing people who love my clients like I do.”