What is your professional background?
Prior to Congress Wealth, I founded and ran Domus Capital Group, LLC. Domus was an independent RIA that served in the capacity of wealth management and boutique family office services for a select group of families and individuals across the United States. I have over 30 years of experience in the financial services industry.
What guides your financial principles?
Every client is unique, but sound financial stewardship is critical for all.
With regards to finances, what do you feel like is good advice to live by?
Opportunity is missed by most people because it is dressed in overalls and looks like work. –Thomas Edison
What brings you the most satisfaction professionally?
The relationships that I continue to build over time with my clients and helping them to not only meet their goals, but to help them live rewarding lives.
What is the best advice you’ve ever received?
That you have the opportunity to make a difference in the world and in yourself, so make each day count.
When and where are you happiest?
With family and friends on the ocean or the golf course,
Do you have a favorite quote?
“When you arise in the morning, think of what a precious privilege it is to be alive – to breathe, to think, to enjoy, to love.” – Marcus Aurelius