Lyle Maasdorp , CFP®

I somewhat fell into financial planning when I was in my early twenties and was offered a job my a friend’s father, who had his own wealth management business. I soon realized that I enjoyed meeting and building relationships with clients and also found that financial planning is so much more than just managing a client’s investments.

That I’m always willing to go out of my way for my clients. Whether it’s making time for a quick call, personally delivering documents, or doing some extra hand-holding, I like to make sure my clients feel like I am there for them.

I enjoy working with clients in the early accumulation years as I feel that is a similar stage to where my wife and I are in our lives and therefore have a lot of experiences to relate to. I also enjoy working with clients nearing or in retirement where I’m either able to demonstrate that they’re able to sustain their lifestyles throughout retirement or help them to determine what retirement will look like.

The depth of knowledge and resources that Cerity Partners has. There are subject matter experts throughout the firm that we are able to leverage off of to give clients the best advice possible.

My best day would be a day where I have a couple of back to back meetings with clients where I leave each meeting having either explained a complex topic in terms that the client could grasp, done a deep dive into the client’s financial plan and given them the answers they were looking for, or just feeling like I really connected with the client.

Tolerance.