I grew up in Missoula, Montana. I enjoyed attending the same grade school for eight years (Paxson), then the same high school for four (Hellgate High), graduating in 1980.
I soon came to Corvallis to attended OSU, majoring in Entomology, and was also a member of the Army ROTC program. Here, I received a diploma and a commission.
Originally my career path was in the sciences. Both my science education and my work in entomology helped hone skills in analysis and problem solving. The military contributed in that regard as well. Then, for some reason the entrepreneurial bug hit me. When I started an independent investment business about twenty years ago, two things were obvious: first, that I could only succeed against my much larger corporate competitors by maintaining an unconditional, unwavering loyalty to customers; Second, that this loyalty would need to be secured by strongly aligned interests with my clients, and an innovative, independent approach to doing business.
Loyalty, aligned interests, and innovative independence — these are at the center of my fee-based business model. Here at Turman Financial, we build strategies around clients’ needs, not around products. What goes into a portfolio has nothing to do with commissions: in a fee-based business, there are none. We build investment strategies which utilize the full range of choices available — not a limited list approved by a corporate office, and not influenced by the potential commission payouts to the broker.
As a result, our success is tied to yours. If customers don’t grow and prosper, we don’t either, and that’s the way we think it should be.
All the best,