What is your professional background?
Prior to joining Congress Wealth, I was a VP, Financial Consultant at Charles Schwab providing high net worth clients with investment guidance and comprehensive wealth management solutions.
What guides your financial principles?
Being a true fiduciary and always acting in the clients’ best interests.
With regards to finances, what do you feel like is good advice to live by?
Spend less than you earn and invest the difference in a well-diversified portfolio.
What brings you the most satisfaction professionally?
Being in a position to offer meaningful advice and help clients meet their goals is both professionally and personally rewarding.
What is the best advice you’ve ever received?
If you’re going to take the time to do something, do it right.
What is your favorite movie / book / album / TV show and why?
The Alchemist by Paulo Coelho – it has many important lessons to apply to everyday life.
When and where are you happiest?
Spending time with my wife and our two young children.