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Why I Became an Advisor

Why I Became an Advisor

August 17, 2023

My name is Connor Dye, and I am a financial advisor here at 3 Peaks Financial specializing in retirement planning and investment management. I often get asked why I decided to go into finance and become an advisor, so today I want to share more of my back story and explain how I arrived at a career that I love.

Background

I was raised by two parents that come from farming backgrounds who were both great examples of hard work to me. Although our family had its financial struggles early on, we eventually ended up in the middle to lower-middle class economically. Finances weren’t talked about a whole lot in the home, so I didn’t learn any kind of complex saving or investing concepts, but I have to credit my parents for teaching me some valuable lessons to avoid debt and live on less than I made.

When I graduated high school, I took two years to serve a mission for the Church of Jesus Christ of Latte-day Saints and was inspired by my mission president to study business, although admittedly I didn’t really know what that meant. Once I finished my mission I enrolled at BYU-Idaho, and while there, started a door-to-door sales job selling pest control where I worked in various cities across the country. I really enjoyed talking to people, getting to know their needs, and seeing how I could help provide solutions.

After getting married and welcoming our first son into the family, I started at a local credit union full-time while doing my schooling online. This was my first real introduction to personal finance, and I quickly became obsessed with consuming financial content. YouTube clips of Dave Ramsey calls were constantly playing, and I was quickly realizing that a career in finance was right for me.

My Path to 3 Peaks

With about a year left in my bachelor’s degree, I started to get really serious about where I wanted to land out of college. Even though I had narrowed it down to finance, I was still left with a wide variety of options and wasn’t sure what I wanted. At one point I thought I would stay in the banking world, but although I believe debt can be useful in a lot of cases, I realized I didn’t want to be pushing loans for the rest of my life.

All of the time I spent at the credit union talking to clients buried in debt or living paycheck to paycheck made me want to help people to better themselves financially and plan for their future. I thought nobody should have to live with the crushing weight of financial stress, and everyone that works hard should deserve to retire someday and do the things they love. Most people just need someone to guide them and help them properly implement the tools at their disposal.

A chance encounter with a stranger is what first introduced me to a career in advising. I started up a conversation with the father of my neighbor that was visiting from out of state, and he told me about his job as a financial advisor. We stayed in touch, and he answered every question I had about the profession. The more I learned, the more I realized it could be the perfect pairing of my love of personal finance, and my ability to listen to individuals and help define goals. I learned that as an advisor, I would have the great privilege of helping clients seek to grow their hard-earned savings, protect themselves from financial pitfalls, and create a clear picture of their future. That’s when I knew I had found the right profession.

Once I determined that I wanted to be an advisor and started looking at the next steps I realized that there are a lot of investment firms that work with clients in a number of ways. You have the big-name traditional firms, insurance-based companies, stockbrokers, or even the aggressive day traders. I spent time looking at each one of them, but after my research was done, I decided that I wanted to be a part of an independent investment firm, and when I became aware of 3 Peaks Financial, I realized it was a perfect fit. As an independent firm, I love the fact that we have access to all of the same investment products as the big firms but can provide service and advice to our clients in the way that we feel is best.

My time here over the last several years has been everything I hoped for and more. My favorite part of my job everyday is talking to our clients, hearing their stories, and helping clear the path to their financial success. My commitment to serving and caring for our clients and their money is as strong as ever, and I can’t wait to see what other people I can help to plan and invest for the future.

If you have questions or are curious to see what I can do to clarify your retirement plans or seek to grow your savings, please reach out or schedule an appointment by clicking “Schedule Appointment” in the top right corner today.

Connor Dye

208-881-5505

connor@3peaksfinancial.com


*Connor Dye is solely an investment advisor representative of 3 Peaks Financial, and not affiliated with LPL Financial.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Investing includes risks, including fluctuating prices and loss of principal.

3 Peaks Financial does not provide tax or legal advice. Please consult a tax professional before implementing information or strategies found in this publication.