Growing up, stocks and the markets were a household conversation with a dad that worked in the industry. I guess you could say that is where my passion started. I’ve always been fascinated to better understand the history of markets, how they work and what the future landscape of investing looks like. I came straight into the industry out of college but found myself in a position that I knew would limit my ability to learn how to be a successful investor. I transitioned to a regional wealth management firm where I cut my teeth on a sales desk for three and a half years before partnering with the team and I haven’t looked back since. Behavior is such an important component of investing and I love educating our clients on all aspects of the markets and investing. This allows us to make sound decisions together that cuts through the complications of markets and the financial media noise that surrounds them.
Learn More About Me
What energizes you at work?
My team and the relationships we have with our clients. I can’t imagine working with another group of people. All of us take what we do very seriously but don’t tend to take ourselves too seriously. I think that it really makes our practice unique and why we relate to and connect with clients on a very personal level. Our clients are part of our family.
What has been your best financial move?
Taking the risk of buying my first townhouse when I was young and early on in my career. At the time, I didn’t have a lot of disposable income to throw around and was trying to make ends meet. With what little money I had set aside, I found a townhouse that I saw not only as a home but as an opportunity to make my first serious investment. It required me to push all my chips in and taught me a practical lesson about risk and time horizon. I took the risk of stretching myself, knowing that I had a long runway for future earnings and the risk would pay off over time. In a way I wasn’t just investing in a house, I was investing in myself.
What do you enjoy doing when you are not working?
I have long been a passionate and obsessed golfer. My love for the game has spilled over into course architecture and in my spare time, I rate courses for a golf publication.
If you had the ability to travel back in time, what would you tell your 18-year-old self?
Be open-minded, optimistic, ask questions, help others...and while you are good at golf, the tour will not be calling for you!