CEO Today Global Awards 2025 - 25 - - USA - Leadership is about taking responsibility and fostering collaboration. My deep conviction is that financial security professionals are essential to the well-being of Americans, and I don’t just say that—I believe it to my core. Looking ahead, where do you see Finseca in the next few years? What are the biggest risks and opportunities? I’m extremely optimistic about the next four years. The regulatory environment is improving, and there’s momentum for policies that support financial security. The biggest long-term challenge is the national debt— $36 trillion and growing. If we don’t address that, we could see economic instability like the UK experienced with the bond market’s reaction to Liz Truss’s minibudget. Financial security professionals are essential to the wellbeing of Americans, and I don’t just say that—I believe it to my core. On the opportunity side, we plan to go on offense. We want to push for public policies that increase demand for financial planning and make it easier for people to access professional advice. If we get this right, we could be entering the golden age of our profession. Finally, for those considering a career in financial security, what’s your message to them? There’s no other profession where you can make such a meaningful impact on people’s lives while building a successful career. We need to bring more people into the profession, including more women and people of color. If you want to help others, work with amazing people, and make a real difference, this is the place to be.
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