What’s the best way for people to put their wealth in perspective?
The best way to put wealth into perspective is by identifying your “why.” It acts as a north star, turning numbers into something tangible—like knowing that the money in your account represents your children’s education and their future opportunities. As life unfolds and challenges arise, that “why” can shift, making it imperative to be prepared for life’s twists and turns, but knowing there is a top goal to focus on. I partner with my clients to deeply understand their why and make it my why.
How have your values and personal background specifically positioned you to work with your clients?
My values and personal background have shaped a deeply relationship-driven approach to working with clients. As a fifth-generation Palm Beach resident, I feel a strong connection to my community and take pride in being a trusted local resource.
Supporting my family through my father’s Alzheimer’s diagnosis gave me firsthand experience navigating a complex and emotional transition. In that time, I saw how important it is to rely on a strong team and to receive thoughtful, compassionate guidance—something I strive to provide to every client.
I also carry with me a belief passed down from my grandmother: To be interesting, you have to be interested. I approach each relationship with genuine curiosity, knowing that everyone has a unique story. That perspective allows me to build deep, trust-based relationships, where clients feel comfortable turning to me as a partner and resource through every stage of their lives.
Who has been the most influential person in your life?
My father has been the most influential person in my life. He became a father later in life, and because of that, I was fortunate to have a father and mentor all in one. He was known for his “Tony-isms”—simple phrases that carried deeper meaning. As a child, they felt like rhymes, but over time I came to understand the values behind them.
What stood out most was the way he lived—constantly giving to others, always willing to help, and never expecting anything in return beyond a kind word or a smile. That generosity and perspective continue to shape who I am today. I strive to carry forward his legacy in my work, with the hope that the support I provide to my clients has a lasting impact beyond just the individuals I serve.