What do you enjoy most about wealth management?
There are so many different aspects to wealth management and I have the privilege of helping my clients with all of them - financial planning, asset allocation, retirement, and risk management.
What is the biggest challenge?
Working with families and businesses to understand volatility and the emotional aspect of money.
What professional accomplishments are you most proud of?
Creating an income strategy for my grandmother to fill the retirement gap during her later retirement years.
What qualities of yours make you best suited to do what you do?
I would say that my listening skills and work ethic are my best qualities. The reason I got into this business was to fulfill my passion for helping others.
How should people think about their wealth?
I tell my clients that they should consider wealth as a means and not an end.  Everyone has some degree of wealth and therefore we need to be stewards of it.
What do you love to do outside of work?
Anything outdoors and active.  I enjoy playing and watching sports, going to the beach with friends, and finding new ways to challenge myself in the gym.
What is the most influential book you’ve read?
"The Game of Numbers" by Nick Murray and "Business Model Generation" by Alexander Osterwalder and Yves Pigneur. They both inspired my entrepreneurial spirit and helped shape my business.
What personal accomplishments are you most proud of?
I was the first one from my family to graduate college having to work full time and pay my own way.
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