What is your professional background?
Prior to Congress Wealth Management, I was Vice President with Fidelity Investments Private Client Group where my team was responsible for managing 400 client relationships and $1 billion in client assets. Prior to 10 years with Fidelity, I worked with small-cap manager Wanger Asset Management in Chicago, IL.
What guides your financial principles?
My goal for every client is simple. Get organized, create a plan and help them stay on track. When you focus on each unique client relationship, you ultimately build trust which is key to any successful relationship.
With regards to finances, what do you feel like is good advice to live by?
Time is your greatest asset.
What brings you the most satisfaction professionally?
My client relationships. I truly enjoy building long term relationships with my clients. Helping them plan for and reach their goals.
What is the best advice you’ve ever received?
Work hard and be kind.
When and where are you happiest?
Always after a good laugh. Watching my kids do something amazing. Traveling out west and soaking in the big open blue skies.
Do you have a favorite quote?
“Enjoy the little things in life for one day you will look back and realize they were the big things.”