What is your professional background?
Prior to Congress Wealth Management, I was a Professional Baseball Player for the Los Angeles Angels of Anaheim. I played three seasons of Minor League Baseball in their farm system. During one off-season, I worked as a Business Analyst for Fidelity Investments in their Workplace Investing Group.
What guides your financial principles?
The goal of financial freedom, which is achieved by living below your means, saving, investing and trusting the process.
With regards to finances, what do you feel like is good advice to live by?
I believe in the importance of living within your means and utilizing time as our most valuable asset.
What brings you the most satisfaction professionally?
Working with a great team at Congress Wealth and seeing value being added into the lives of our clients.
What is the best advice you’ve ever received?
Never stop learning and growing.
What is your motto or mantra?
“Our essential purpose is to become the best version of ourselves.” – Matthew Kelly
Do you have a favorite quote?
“Life is a gift, and it offers us the privilege, opportunity, and responsibility to give something back by becoming more.” – Tony Robbins