We all know that with financial security, there comes a choice. Sometimes it can be difficult to achieve that security on your own. That’s where someone like Adrian Gray steps in. Adrian is a financial advisor with Principal Financial Group. Principal Financial Group is a nationwide company with their home office in Des Moines, IA. Principal is the nation’s leading provider in 401k plans, but they offer a number of services for individuals, families, and business owners.
While he has a connection with Principal, Adrian is still an independent business owner. He has his own practice and is able to tailor solutions to each client’s individual needs. Simply saying that Adrian is a “financial advisor” leaves quite a bit of guessing and wondering. Adrian understands that finances can seem complicated and stressful. Adrian says, “I help alleviate that stress by first listening to my clients to find out what their needs and goals are, then I help balance those needs with their future financial goals by providing feedback and education. This makes sure they know all the options that are available to help them achieve those goals. I’m a facilitator of choice!”
Adrian found his way to this industry through his dad, who has been in the game for over 26 years. His father never pushed him toward this career, but his passion to help people in need generated a passion to help people become debt free and financially. This is what really drew him toward this path. At just 30 years old, Adrian has been able to achieve a financial security that is typical of someone much older. His ability to be disciplined and diligent has given him several amazing opportunities in his life. Adrian desires to share this experience and knowledge with others, so they too can reach financial security as quickly as possible.
Adrian has built his business on three promises that he shares with each individual even before the first meeting.
1. I’m not going to try and sell you anything
2. I won’t take more than 30 minutes of your time during the initial meeting
3. If you don’t like anything I say, or you don’t see any value in working with me, I won’t call or bother you again.
This is how he has had the opportunity to see his business grow. The outstanding service he provides his clients is then passed on to client’s friends and family. Creating referable experiences is what Adrian does best!
Facebook, LinkedIn, and the St. Joseph Metro Chamber have also been instrumental in the growth of his business. And what does Adrian love most about his business? “The opportunity to truly help people plan and prepare for their future; notice I said ‘their future.’ It’s not about me or what I can get out of it, but I believe if you help people for the right reasons, they are blessed and happy. As a result, I am blessed and happy as well!”
We want to congratulate Adrian Gray on being our Helping Hands Contest winner! He actively participated and it was fun to get to know him better through that. Susan J. Campbell also wants to recognize his willingness to work hard toward the goals he has in place. Adrian has the desire for his business to grow, as most business owners do, and he is doing his part in ensuring the opportunity for growth!