What is your professional background?
Prior to Congress Wealth Management, I was an Equity Sales Trader at Jefferies for 16 years.
What guides your financial principles?
Panic is never a good option.
With regards to finances, what do you feel like is good advice to live by?
Slow and steady is a proven winning method.
What brings you the most satisfaction professionally?
Teaching people about finance.
What is the best advice you’ve ever received?
Keep good care of your reputation, because that’s all you take with you from place to place.
What is your motto or mantra?
“Common sense is very uncommon.” – Mark Twain
Do you have a favorite quote?
“It is not the critic who counts…The credit belongs to the man who is actually in the arena; whose face is marred by the dust and sweat and blood; who strives valiantly … who, at worst, if he fails, at least fails while daring greatly; so that his place shall never be with those cold and timid souls who know neither victory or defeat.” – Teddy Roosevelt