What is your professional background?
Prior to Congress Wealth Management, I was apart of the Financial Consultant Academy at Charles Schwab in Westlake, Texas.
What guides your financial principles?
Failing to plan is planning to fail. Although we are all different, we all need a plan when it comes to investing.
With regards to finances, what do you feel like is good advice to live by?
Time is the secret ingredient of investing. Invest as early and often as possible. Then let time and the markets work for you.
What is the best advice you’ve ever received?
The Golden Rule: Treat others the way you would like to be treated.
What brings you the most satisfaction professionally?
Working with clients and colleagues to create a plan that will allow them to successfully reach their personal and financial goals.
Do you have a favorite quote?
“When everything seems to be going against you, remember that the airplane takes off against the wind, not with it.” – Henry Ford
When and where are you happiest?
Sitting on a beach in Southern California or relaxing by a lake in the Pacific North West.