Could you give me a brief history of your journey to becoming CEO of Finseca? I understand the organization is the result of multiple mergers. How did that process unfold, and what is Finseca today? My career actually started as a seventh-grade teacher and a varsity lacrosse coach. I later moved to Washington, D.C., and joined an association called AALU in 2000. At the time, I had no background in politics, public policy, associations, or financial advice, but I learned as I went. In 2015, I noticed a problem—our profession lacked a unified voice. There were multiple organizations with different messages, and we didn’t have the scale needed to make a real impact. That realization led to discussions about merging various organizations. We ultimately formed Finseca to create a platform capable of integrating these groups. Since then, we’ve successfully brought together seven different organizations, forming a single entity that represents financial security professionals. For over 130 years, people had talked about uniting these groups, but we finally made it happen. CEO Today Global Awards 2025 - USA - - 21 -
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