What inspired you to join Bernstein?
Bernstein’s differentiated approach to working with business owners and founders. Many wealth managers look to add value after a business is sold, but we believe in delivering proactive, independent support right from the start with topics way beyond simply managing money. In fact, the earlier we can work with business owners and founders, the more value we can add, even if an exit is years away. We can add value before we manage a dollar of wealth.
Tell me about the types of clients you work with.
My clients are business owners and founders who plan on selling or have already sold a business. For the clients I work with, I ensure the planning we do takes everything into account, so nothing that could either help or hurt them is left out of the conversation. What I have found, over the course of 25 years in this practice, is that every client I currently work with thought their financial life was in good order when I first met them. And if I had the chance to sit down with them for one hour, without exception, I would find several areas where their previous advisor simply hadn’t advised them, and they were missing important aspects. For some clients, it’s wealth strategies. For others, it may be investment strategies. And for many, it’s strategies around the sale of their business: before, during, or after the sale.
What passions do you pursue outside of work?
Competitive swimming. I get up at 4:30 a.m. every weekday to go to swim practice from 5:30–6:30 a.m. and swim over 3,000 yards. Most days I do a “double,” swimming another 3,000 yards during the 6:45–7:45 a.m. practice. Competitive swimming has taught me the value of consistency, dedication, discipline, goal setting, hard work, perseverance, patience, resiliency, and so much more that has carried over into my role as an advisor.