From Military Members to Financial Advisors: The Unlikely Career Change That’s Changing Lives

As financial advisors, these career changers have taken a leap of faith to pursue a profession that truly fulfills them. From military members to teachers, civil engineers to broadcasters, each individual has embarked on a journey of reinvention to find success in the financial planning industry.

Carla Adams, founder of Ametrine Wealth, found herself unhappy in a chemistry doctoral program and stumbled into wealth management, where she discovered a passion for helping clients with their finances. Similarly, Ross Dugas, a former chemical engineer, transitioned into financial planning after the COVID-19 pandemic disrupted his plans at Dow Chemical.

Family ties also played a significant role in inspiring career changes. Ann Covington, a former auto industry consultant, was recruited by her financial advisor to join the industry after insisting on a financial plan for her engagement. Ross Natoli, a former legislative advisor, found his passion for financial wellness through his family’s financial struggles.

Military experience has proven to be valuable for some financial advisors. Nick Rygiel, a former U.S. Navy officer, utilized his strategic planning skills to help clients achieve their financial goals. Jeff Farrar, a former U.S. Coast Guard officer, found the transition to financial advising rewarding due to the opportunity to build long-term relationships and help people navigate the complex financial landscape.

Communication and technical skills have also been instrumental in the success of career changers. Brad Wright, a former radio and television host, leveraged his communication skills to build his financial planning firm. Andy Cole, a former civil engineer, found similarities between designing water systems and financial planning models.

From the classroom to the planning industry, individuals like Susan Plisch and David Demming have found success by leveraging their teaching and historical backgrounds to help clients with their finances. Their unique perspectives and skills have allowed them to excel in the financial planning industry.

For those considering a career change into financial planning, seeking mentorship, networking, and ensuring financial stability are key factors for success. Transitioning into a new field may come with challenges, but with determination and support, these career changers have found fulfillment and success in their new professions.

In conclusion, the journey of these career changers into the financial planning industry serves as a testament to the diverse backgrounds and skills that can lead to success in this field. Their stories of reinvention and determination offer valuable insights and inspiration to others considering a similar path.