Last month, we dedicated an issue of the journal to Odds On. As we were putting that together, I had a realization. The reason I’m actually here at Hill is because of this book I read years ago.

Before Hill, I worked at Dimensional Fund Advisors. That’s how I met Matt Hall, through a study group we were putting together of advisors who had an aptitude for media and marketing. In advance of that meeting, I read Odds On. What initially stuck out to me is how the book reads. It’s not a typical finance book. There’s no jargon. There are no equations. It’s simply a story about someone finding a better way to invest and building a firm that treats clients right.

Hill is a really special place. What is apparent to me now is that the values and the things that drew me into the firm years ago still ring true. The intentionality we put into every interaction. The hospitality we try to show our clients every step along the way.

Making the switch ultimately gave me the ability to use my CFP in a much more meaningful way. Rather than just focusing on investments, now I get to help and guide clients through some of the most important financial decisions of their lives.

Looking back, reading Odds On and meeting Matt felt relatively small at the time. Today it feels more monumental. It led me to where I am now, and it shaped the way I show up for this work and the way we want to treat clients every day here at Hill.