When I launched Trusted Path Wealth Management, I knew I wanted to build something meaningful for my clients—rooted in a lifelong passion for financial planning and investment management. I am proud to build it as a solo advisor—owning every decision, every relationship, and every outcome.
Being a solo financial advisor means I take full responsibility for my work—but it doesn’t mean I operate in isolation. Some of the most valuable perspective I have comes from a trusted group of advisors across the country who challenge my thinking and raise my standards.
What is a Mastermind Group?
If you've never heard of a mastermind group before, here's the simple version: it's a group of people working toward similar goals who meet regularly to support, challenge, and learn from each other.
For me, being part of the XYPN (XY Planning Network) Mastermind Group has been transformative. Let me break down what makes it so powerful:
Peer Support
I'm part of a community of advisors in a similar stage, all launching and building their own practices. When you're doing something new and uncertain, having people who get it makes all the difference. They understand the challenges, the wins, and everything in between.
Accountability
Our meetings start with sharing wins—celebrating what we've accomplished since we last met. And we close with commitments: the things we want to accomplish before our next meeting. There's something powerful about saying it out loud to people you respect. It keeps you moving forward.
A Trusted Sounding Board
Being a business owner means facing situations you've never faced before. Having a trusted group to ask for advice—without judgment or sales pitches—is invaluable. Whether it's a client challenge, a business decision, or just trying to figure out the right next step, these conversations have been gold.
Sharing Best Practices
We talk about real things: strategies that are working, how to use tools more effectively, presentation techniques, systems that save time. It's like having access to the playbooks of several successful advisors, all willing to share what's working for them.
Most Importantly: Moral Support
Here’s something people don’t always acknowledge: running your own business requires steady perspective, especially when every decision rests on you. Imposter syndrome is real (yes, everyone feels it at some point!). There are moments of doubt, especially when you're starting out.
My mastermind group has been there through all of it. They've celebrated my milestones with genuine joy. They've listened when things felt overwhelming. And they've reminded me that the journey is just as important as the destination.
The People Who Made My Journey Better
I've been incredibly fortunate to be matched with a group of diverse, kind individuals from across the country who are all working to support their clients better each day.
To George Chang of Pillar Point Wealth Management, Sarah Glass of Fulla Financial Planning, LLC, Shelton Lewis, Trevor Reece of Waypoint Financial Planning, and Vered Frank, CFP of StackWealth — I'm so thankful for getting to know you all better.
You have helped make my advisor journey more joyful.
Each of you brings something unique to our group. Your willingness to share openly, to challenge each other with kindness, and to celebrate wins together has made this experience invaluable. I genuinely look forward to our meetings and can't wait to see where each of you takes your practices.
Why This Matters for You (My Clients & Potential Partners)
This transparency about my journey is intentional.
For my clients and those thinking about partnering with me, I want you to know: I don't claim to know everything. But I do surround myself with smart, thoughtful people who push me to be better. I'm committed to continuous learning, showing up with humility, and always striving to serve you with my best.
I take accountability seriously. I have people in my corner holding me to a high standard, and that means you benefit from a practice built on growth, integrity, and genuine care.
For Other Advisors & Those Thinking About Starting a Firm
If you're thinking about launching your own advisory practice, or if you're already doing it, hear this: you don't have to figure it out alone.
Finding your people—whether it's a mastermind group, a trusted mentor, or a community of peers—can shorten your learning curve by years. The mistakes others have made, the strategies that work, the emotional support when things get hard—all of this is available if you're willing to be humble enough to ask and vulnerable enough to share.
The best advisors I know are part of communities. They learn from each other. They celebrate each other's wins. And they're committed to lifting each other up while serving their clients better.
That's the kind of advisor I want to be. And that's the kind of community I'm grateful to be part of.
Thanks for reading. If you're thinking about working together or have questions about my journey, I'd love to hear from you.