What is the best way for people to put their wealth in perspective?
Wealth is a tool. You get to choose what to build and who will help you build it.
How have your values and personal background uniquely positioned you to work with your clients?
I don’t know of another advisor who was invited into the industry by their clients. I spent the first half of my career working inside businesses as an accountant, COO and CFO. As those businesses transitioned, I was often pulled into discussions about the personal balance sheets of my clients. This unexpected development changed the trajectory of my career.
These same clients took the extraordinary step of working with me to develop the core beliefs that still guide my practice today:
- Access to dedicated planning and advice should not depend on the size of a portfolio.
- As complexity grows, depth of expertise matters more than breadth of service.
- Planning is about people, not math.
What passions do you pursue outside of work?
Most of my personal time is spent outdoors with my family—camping, hiking and cycling around the beautiful state we call home. I also make time to serve as a board member with nonprofit organizations that allow me to make a personal impact on the world around me.