Why did you choose Bernstein to grow your career?
I was drawn to Bernstein because of its distinct culture of bringing an institutional level of expertise to the private client experience. Here, when clients work with me, they don’t just get my insights or the insights of a small team—they gain access to the best thinking across the entire firm. Bernstein is a globally respected research firm in our industry, and that level of excellence resonates deeply with me. Having competed at the highest level in sports, I’m spoiled by the pursuit of excellence, and Bernstein embodies that in every aspect—from research to client service. The firm equipped me as a trusted advisor to some of the most successful families, entrepreneurs, athletes and entertainers with a wide breadth of resources and expertise, empowering me to deliver confidence and clarity to some of the most complex planning and wealth management strategies. Knowing I have this support excites me to grow, evolve, and strive to be one of the best advisors in the world.
What is the most fulfilling aspect of being an advisor to your clients?
The most fulfilling part of being an advisor to my clients is helping successful business owners, high-net-worth families, entertainers and athletes prepare for life’s next chapter with confidence and clarity. Many of my clients—entrepreneurs planning for exits, ultra-high-net-worth families and family offices, for example—face complex, long-term needs they haven’t yet fully considered. Drawing from my experience as a pro athlete, leading the team of a billion-dollar franchise—and as an entrepreneur who has raised capital, run a business, and navigated business sales—I specifically understand their challenges. I help them “pre-experience” their future, guiding them through thoughtful wealth strategy and planning so they make informed decisions today that secure their legacy and confidence for tomorrow.
Which personal accomplishment makes you proudest?
The personal accomplishment I’m most proud of—though it’s a lifelong journey—is becoming a dad and raising three incredible kids while being a husband to Andrea. Leading my family through the joys and challenges of life has shaped me deeply. I’m proud of who Tatum, Landry and Jessie Jo are becoming, and grateful every day for Andrea—TRULY my better half, my greatest influence, and the heart of our family. Her kindness, grace, and unwavering support inspire me to be my best self.