What inspired you to join Bernstein?
What inspired me to join Bernstein was the research. Bernstein is one of the largest independent research firms on Wall Street, and that research drives every piece of investment advice we give. Being part of a firm operating at the frontier of capital markets and investment management isn’t just a great career opportunity for me, it’s what lets me deliver the best possible advice to my clients. It means I can help families connect their wealth to what actually matters to them—family, lifestyle, business, philanthropy, legacy—and build a plan robust enough to carry those priorities forward, so their wealth works for the life they want.
What is the most fulfilling aspect of being an advisor to your clients?
What I find most fulfilling is being trusted with the moments that matter most. Families don’t call an advisor when things are simple. They call when a business is being sold, a generation is passing wealth to the next or a decision has to balance what’s smart with what’s right for the people they love. Untangling those problems is intellectually rewarding, but the real reward is what comes after: watching a family move from uncertainty to clarity and knowing they have a plan and a team they can rely on for decades, not just for a transaction. That’s the relationship I’m building with every client, and it’s what keeps this work meaningful year after year.
Which personal accomplishment makes you proudest?
I have three.
#1: I played Division I baseball at TCU and a couple of seasons in the minors. I dedicated my life to the game I loved, and then, in the blink of an eye, it was over. I had no choice but to reinvent myself and rebuild my identity from scratch. That’s still the biggest challenge I’ve faced. It took blood, sweat and tears to get here, and it’s why I’m proud of who I’ve become. It’s a driving force today; I have no choice but to make the most of the opportunity God has given me.
#2: Becoming a husband. My wife, Audrey, is the most influential person in my life. She has sacrificed so much for our family, and I am deeply grateful for her.
#3: Becoming a father, one of the most rewarding endeavors of my life. Seeing my boys for the first time was a blessing and true evidence of God’s glory.
Together, becoming a husband and father gave me perspective on who I needed to be for my wife and kids. Those experiences change you, and I love the life we’ve built.