Chip Workman, CFP®, MBA


Anything worth having is worth taking care of

I grew up in a household with the mantra “anything worth having is worth taking care of.” My parents taught us the importance of doing for others, a good education, and the value of a buck. Water was what you ordered at restaurants, the landscaper was looking at you in the mirror and the best way to get that toy or pack of baseball cards was to save, save, save.

Given my frugal upbringing, I was often someone that friends trusted for advice that revolved around money. It seemed a very natural transition to make this my career.

After graduation, I found the options available to follow this path disheartening. Opportunities that promised to help clients achieve their goals were, at best, thinly veiled schemes that put the company first and giving sound advice second. At worst, it was much more underhanded. I never understood why it had to be the company or the client. Why couldn’t it be both?

Instead, I joined the world of private banking, developing many close relationships with individuals and families. I enjoyed a successful career, but was still restricted to the bank’s products and services. I happened upon an opportunity to help some financial advising firms with their banking needs. They were fiduciary advisors, charged with putting their clients’ interests ahead of their own. A light bulb immediately flickered and I saw an alternative to the traditional investment model, a way to be the trusted counselor I always wanted to be.

After a thorough search, I was fortunate to find Jeannette and the rest of the team at TAAG.  I’m proud to be able to truly partner with our clients and offer conflict-free, holistic advice about the financial issues that impact their goals.

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