As I have learned more about the world and myself over time, I realized I didn’t want to be just a cog in a machine with little opportunity to interact with the client. I wanted the chance to branch out into a strategic, big-picture role. My enjoyment of cooking led me to recognize the joy I get from serving others and bringing a little extra happiness to their day if I can. This passion for serving people combined with my interest in investments as a kid led me to a career in wealth management.
I have a wide range of responsibilities and work with several advisors. Working in the industry for over a decade as well as earning the CFA charter has prepared me to be able to handle a variety of tasks. Going back to my days playing team sports, I’ve always thought of myself as a “glue guy” that can fill in wherever the team needs it the most and I have carried that with me into my professional work.
