What’s the best way for people to put their wealth in perspective?
The best way for people to put their wealth in perspective is to begin with their personal values and long-term goals. Money is a tool, and when applied with appropriate financial strategies, it can help you accomplish your “why.” By understanding the complexities of their assets, tax positions, risk tolerance and estate planning needs, individuals and families can make informed decisions, helping to grow their wealth and enrich their lives and community.
What is the most fulfilling aspect of being an advisor to your clients?
The most fulfilling aspect of being an advisor to my clients is witnessing the transformative impact that personalized financial strategies can have on their lives. Seeing my clients gain confidence in their financial decisions and make meaningful contributions to their communities brings me immense satisfaction and drives my passion for this work.
Which personal accomplishment makes you proudest?
One of my proudest personal accomplishments is completing the NYC marathon despite facing significant physical challenges. It required immense mental and physical determination, and my goal was to finish without taking a break—which I did. This experience not only tested my endurance and resilience but also reinforced my belief in the power of setting goals and persevering through obstacles. It serves as a constant reminder that with dedication and a strong mindset, we can achieve remarkable things, both personally and professionally.