What is your professional background?
I started my career in fixed income sales at Bear Stearns. From there I worked in the mutual fund industry as a wholesaler at Eaton Vance and TS Capital. I’ve been a wealth advisor for the last eight years and have experience working with individual clients, closely held family businesses, endowments, 401k plans, and corporate stock plans.
What guides your financial principles?
Treat every client as if it was your only one.
“Your biggest asset can be your biggest liability”
What brings you the most satisfaction professionally?
Helping to educate clients to make prudent financial decisions so they can feel in control of their lives.
What is the best advice you’ve ever received?
To Always Persevere.
What is your favorite movie / book / album / TV show and why?
The Power of Positive Thinking by Norman Vincent Pearle. I think it teaches us to be more conscious of our thought patterns.