What’s the best way for people to put their wealth in perspective?
I often think of wealth as a set of coordinates: the numbers only become meaningful once you know the destination. Which is why I believe the best way to put your wealth into perspective is to first define its purpose.
Wealth is inherently multidimensional. Before you focus on the numbers, it’s critical to ask what your wealth is meant to support, protect, achieve, or impact? When aligned with your values and what matters most to you, it becomes a source of clarity. Decisions get easier, priorities sharpen, and wealth stops being an abstract number; it becomes a tool to live with intention.
What is the most fulfilling aspect of being an advisor to your clients?
What I find most fulfilling is helping clients gain clarity and confidence in the decisions that shape their lives. Wealth often brings complexities that reach far beyond a balance sheet. This is especially true in transitional circumstances, such as business exits, stepping into the responsibility of family wealth, or situations where stakes feel unusually high. In those moments, I’m motivated to bring structure to something that feels overwhelming. Being trusted to navigate clients through those challenges is something I never take for granted, and seeing the ripple effects is the part of being an advisor that stays with me.
What passions do you pursue outside of work?
I have always pursued activities that push me to grow. Outside of work, snowboarding, golf and wakeboarding each challenges me in distinct ways. Whether it’s the unpredictability of the mountain, the discipline to reset after every shot, or the timing on the water, each demands a willingness to stay present when conditions shift. I also value the combination of adventure and the endless opportunity to improve and get just a little better than the day before. That same mindset carries into my approach at work, where continuous learning and adaptability are essential to delivering well-tailored solutions for clients.