What is your professional background?
Prior to Congress Wealth Management, I worked for BNY Mellon Wealth Management as an Associate Portfolio Manager.
What guides your financial principles?
Acting on our duties as a fiduciary, and the guidelines stipulated by the CFA code of ethics.
With regards to finances, what do you feel like is good advice to live by?
Don’t let emotions drive investment decisions.
What brings you the most satisfaction professionally?
Helping clients navigate through retirement.
What is the best advice you’ve ever received?
Time is the best asset investors have. Let it work for your benefit.
What is your favorite movie / book / album / TV show and why?
Unbroken – a story of perseverance, forgiveness and redemption.
When and where are you happiest?
Relaxing by a lake.