In 2004, after a successful career in corporate sales, I decided that he wanted to try something new. Becoming a financial advisor was a perfect fit, because it combined my background in finance with a desire to have a more personal impact on clients. I realized that instead of returning to a corporate environment, I would enjoy helping individuals and their families succeed by guiding them through often complex personal and financial issues.Working for the Global Wealth Management group of a leading Wall Street firm allowed me to gain valuable experience and learn much about the entire industry. However, eventually, I realized that he could best serve his clients through an independent business model that eliminated conflicts of interest and allowed for greater intimacy and objectivity. So I founded Collabria in 2012.