What has inspired you to stay at Bernstein for as long as you have?
The people at Bernstein have inspired me to stay here for so long. The culture and camaraderie that our Tampa office brings is unlike anything I have ever been a part of. We are not only helping each other achieve our goals, but will continue to push one another to always strive for excellence. Our global presence does not stop us from creating a boutique and collaborative feeling that every opinion matters. I am so proud to be a part of the Bernstein family and could not be prouder to say I am an employee of Bernstein Private Wealth Management.
What is the most fulfilling aspect of being an advisor to your clients?
Creating a relationship beyond managing wealth. During my time at Bernstein, I have been able to connect with my clients on such a deeper level than giving financial advice. Though creating generational wealth is always on the forefront of most people’s minds, the most important things to them are usually much deeper. Whether that may be their family, philanthropic endeavors or something more personal, my goal is to be able to dig deeper and build genuine trust to allow my clients to truly live out their dreams. Nothing gives me more satisfaction than building that mutual long-lasting trust and confidence.
What passions do you pursue outside of work?
As a former college and professional baseball player, I know firsthand what it is like to have to finally hang up the cleats and step out into the “real world” for the first time. Being able to help young athletes make that transition as smoothly as possible has always been something I have taken great pride in. As a mentor and member of the scholarship committee for the Positive Coaching Alliance of Tampa Bay, I work with high school seniors to guide them on what their next step looks like now that they will not be pursuing a competitive sport at the collegiate level. I have been blessed with incredible mentors throughout my life and now strive to pay it forward to the next generation.