What Matters Most

It was an honor to be recognized by LPL Financial to have this video created and presented at our National Conference in front of an audience of over 5,000 people in 2018. Take a couple minutes to watch it and see “What Matters Most”.


As a single mother of two, Edna Harrison is used to finding solutions for obstacles. After meeting Irene Berner of Berner Financial Services in New Paltz, N.Y., at a local Rotary Club meeting, she reached out with financial planning questions. 

Edna and I had such a wonderful time filming this video. LPL Financial sent an entire film crew to New Paltz, NY for this shoot. It was exciting for me to be able to highlight Edna and this beautiful Hudson Valley town I live and work in.