What is your professional background?
Prior to Congress Wealth Management, I was a Regional Director, External Wholesaler at Congress Asset Management. I worked on political campaigns after graduating from University of Vermont, and started my career in wealth management at U.S Trust in New York City.
What guides your financial principles?
The experience of witnessing the power that a better education about personal finances and wealth management can have on people’s ability to help achieve other life goals.
With regards to finances, what do you feel like is good advice to live by?
Time and compounding are any investor’s biggest assets.
What brings you the most satisfaction professionally?
Helping people make better decisions by establishing a process based on data and helping them acknowledge how behavior, emotions, and heuristics can play a role in their financial lives.
What is the best advice you’ve ever received?
Don’t take yourself too seriously, but take what you do seriously.
What is your favorite movie / book / album / TV show and why?
The Road Home by Jim Harrison.
How do you spend your free time (hobbies, interests)?
I spend my free time being active by pursuing several sports (golf, squash, skiing/snowboarding) and other outdoor activities (hiking). In addition, I volunteer for political campaigns and spend time with my wife Erin and our rescue dog Olivia.