What inspired you to join Bernstein?
I was inspired to enter the industry by a strong desire to make a meaningful impact on individuals’ lives. Working closely with clients and their financial matters allows me to have a direct and positive influence on their well-being.
My decision to join Bernstein was driven by the unwavering focus our team places on our clients. From our leadership to our colleagues, there is a shared dedication to excellence, integrity and putting clients at the center of everything we do. At Bernstein, our guiding principle is serving our clients with the highest level of expertise, care and personalized attention.
The knowledge that our work directly affects the financial success and security of our clients motivates me and our firm to continually strive for excellence and surpass their expectations.
What is the most fulfilling aspect of being an advisor to your clients?
I most enjoy witnessing clients’ financial transformations and guiding them toward their “aha” moments. These breakthroughs can occur multiple times for a client, whether it’s determining the retirement savings needed, setting the right price for selling a business, or making impactful charitable contributions. By empowering our clients to navigate significant life decisions with confidence, I take pride in knowing that I have played a role in their success.
These moments of clarity and understanding are a result of my focus on educating clients. In an industry rife with complex terminology and abbreviations, I strive to simplify concepts so that my clients can take control of their financial journey.
What passions do you pursue outside of work?
Outside of work, one of my greatest passions is animal rescue, particularly through my involvement with Golden Rescue South Florida. This organization holds a special place in my heart, as it is dedicated to the rescue and rehabilitation of Golden Retrievers in need. Over the years, my commitment to this cause has only deepened, and I’m proud to say that my family has welcomed two rescued Golden Retrievers into our home.
My passion for animal rescue is not a recent development but a lifelong commitment that has been with me since childhood. My involvement with animal rescue extends beyond adoption to various aspects of care and support, from providing transportation and fostering to facilitating meet and greets, conducting home visits, and managing social media outreach. Animals, especially those who have faced neglect or mistreatment, rely on advocates to stand up for their rights and ensure their welfare.