What inspired you to join Bernstein?
I became an advisor because I wanted to work with clients and build trust through multiple generations while being viewed not only as a trusted advisor, but more importantly as a confidant or even a friend. Whenever I meet someone new, the first thing I like to do is put myself in their shoes to better understand where they might be coming from, what has influenced their lives, and how and why they make decisions. It allows me to have an open mind and creates a quicker track to connecting with them. I believe honesty, compassion and understanding are the most important values in wealth management, and I have made them the focal point of my practice.
How have your values and personal background specifically positioned you to work with your clients?
I am fortunate to be working in the same city that I grew up in, with a lot of the families and friends who surrounded me in my upbringing. This close bond with my community allows me to connect on a genuine level and speak to things that others might not be able to. Atlanta is one of the most unique cities, in my view, because of its tremendous growth and the wide diversity of culture, industry and thought. My history and understanding of the community have allowed me to build trust and move toward goals more quickly and efficiently.
If you didn’t work for Bernstein, what else would you be doing?
This is a great question—the answer has shifted over the years. Ever since I can remember, I was outside playing sports or playing in the woods. Every summer as a kid I played baseball nonstop, but whenever I had a bit of free time, my friends and I would go fishing in ponds around town. I love the outdoors and nature, which you might be able to tell from looking at my college majors. With that being said, now that I am older with a family, what I would love to be doing today if I were not at Bernstein is running a self-sustaining and regenerative working ranch. I have become fascinated with growing crops and raising livestock and the science behind them. I believe building something with my family and creating structure and goals would be a fun and rewarding lifestyle.