What is your professional background?
Prior to my experience at Congress Wealth, I was at Charles Schwab for nine years. My job titles included time as an Investment Consultant, Regional Trading Consultant and, most recently, as Vice President, Financial Consultant.
What guides your financial principles?
A well-thought-out financial plan only needs discipline and time for it to be successful.
With regards to finances, what do you feel like is good advice to live by?
Understand your income and expenses. If those two things are in line, financial success is inevitable.
What brings you the most satisfaction professionally?
The moment when one of my clients realizes that those long-term goals we discussed are in reach. That, and working with a great team of people who challenge me.
What is the best advice you’ve ever received?
Focus on the process and results will come. I’ve found it to be true in trying to achieve almost any goal that I’ve set.
When and where are you happiest?
I’m happiest when I’m surrounded by people that I love, engaged in great conversation. A good glass of red wine goes well with those things too!
Do you have a favorite quote?
“Learning never exhausts the mind.” – Leonardo Da Vinci