What is your professional background?
Prior to Congress Wealth Management, I was a wholesaler with the SPDR ETF group at State Street for four years. Additionally, I coached youth hockey summer camps for almost a decade, and nothing brought me more joy than seeing my students improve both their game and overall confidence. In the future, I hope to feel that same joy by helping our clients improve their financial situation and overall retirement experience.
What guides your financial principles?
“Optimism is the only realism,” or said another way by Warren Buffett in 2014, “Indeed, who has ever benefited during the past 238 years by betting against America?”
With regards to finances, what do you feel like is good advice to live by?
Striking a balance between saving for your future self and enjoying life today.
What brings you the most satisfaction professionally?
Helping the clients of Congress Wealth, and helping my teammates help the clients of Congress Wealth.
What is the best advice you’ve ever received?
You can’t learn anything when you’re talking.
What is your motto or mantra?
Awkwardness doesn’t exist.
Do you have a favorite quote?
“Chance favors the prepared.”