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Casey Winningham > First Investors Registered Representative
When I was in grade school, my parents showed me the portfolio of investments that they were building in order to pay for my college education. At the time I didn't fully grasp the importance of what they were doing. That changed during college, as I watched my friends struggle with part-time jobs or accumulate huge debts to pay for school. I was able to devote my time to getting good grades without any money worries. When I graduated, I was debt free and ready to begin a career.
I was interested in a career in financial services, but I didn't have any experience. First Investors was willing to take a chance on me, and I became the first person hired at the San Jose office in 1985. The Company provided the training and tools that I needed to succeed.
When I started at First Investors, there were no computers, fax machines or cell phones. Four representatives would share a phone. Like most new representatives, I was in my twenties and most of my friends and early clients were about the same age and had little or no money.
What I've noticed is, as I grew older, so did my clients - both existing clients and new ones. Their careers blossomed, they made larger incomes and they had more money to invest. Also, as I matured, I learned valuable life lessons from my clients and applied that knowledge to new clients.
Today, as a veteran representative, I have conversations with clients who are now spending the money that I helped them accumulate over the years. They are buying retirement homes, taking exotic vacations and giving their grandchildren a "head start" in life. When a client tells me that they are glad that we met long ago, that puts a smile on my face. That's what I call job satisfaction. I now have the career I dreamed of when I started.
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