David Horton is a financial adviser with Oliver, Wickes & Associates. He is 42 years old and grew up in Anaheim, California. He started his career as an ice hockey official, but after realizing that hockey was not the career path for him, Horton decided to look for something new and ended up becoming a financial adviser with Oliver, Wickes & Associates. He sat down with us to answer a few questions about his job and Reno.
WHAT DO YOU DO EVERY DAY?
I spend much of my day getting to know clients. My role is to help them obtain their financial goals, whatever that may look like for them. I get to be a part of saving and planning for major milestones like purchasing a new home, starting a family, saving for college, transitioning a job, retiring with confidence and estate planning strategies.
WHAT DO YOU THINK IS THE MOST IMPORTANT SKILL SET NEEDED TO BE SUCCESSFUL IN YOUR INDUSTRY?
Being a good listener is first and foremost. In order to truly help a client, I need to understand how they live and what they want. Every situation comes with different challenges, obstacles, opportunities and goals. I take all of that and together with my assessment of market conditions, I put a plan in place that is constantly evolving as time passes. That’s what makes coming to work every day a great experience and challenge. It is also what makes helping clients through complex issues so gratifying.
WHY DID YOU CHOOSE TO WORK IN RENO?
I remembered coming to Lake Tahoe for an ice hockey tournament years back and thought it would be a great place to call home. Northern Nevada gave me everything I wanted (except the ocean, which is a close enough drive away). It has been a great community to call home and raise our family. I especially love the business community and seeing my clients at events and out and about.
WHAT’S THE BEST PART OF YOUR JOB?
The best part of my job is unquestionably seeing clients achieve their goals both financially and in life. I work with clients for years, and watching them reach each goal is very important to me and something I thrive on.
WHAT HAS SURPRISED YOU MOST ABOUT THE JOB?
I think what didn’t occur to me getting into the field was seeing clients go through tragedies. As much as I get to be a part of great things, being a financial adviser means that you see every event that affects your clients’ lives. Unfortunately, sometimes that means a tragedy. The saving grace is that we are there to help no matter the circumstances.
WHAT DO YOU THINK NORTHERN NEVADA NEEDS MOST IN ORDER TO CONTINUE TO GROW?
There is no doubt that education is going to be important as this community grows. Not only will this be a consideration for businesses and families coming here, but it’s important to everyone here now. Having an 8-year-old son, this is a very important issue to me and it should be to everyone since it reflects on us all and will determine so much of our future growth and development.
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