What’s the best way for people to put their wealth in perspective?
There are many statistics and reports that show a direct correlation between a person’s overall happiness and giving of their time, money, and other resources to others. This is true for myself, too, and it’s the reason why I enjoy my career as an advisor so much. Thanks to Bernstein, every day I have the ability to serve individuals and multi-generational families and discover how to tie their specific values, passions, and goals to their wealth source.
What passions do you pursue outside of work?
If you had asked me this question four years ago, my answer would have been snowboarding, fly fishing, hiking, and watching college football. However, after adopting our teenage son three years ago, family time now takes precedence. My spouse and I enjoy facilitating our son’s interests in soccer, science, technology, and adaptive track. While my son’s activities top the priority list, I certainly still enjoy the aforementioned activities. We are also huge fans of CP Soccer and Blaze Sports, which are wonderful organizations that allow kids and adults to compete in the sports that they love.
How have your values and personal background uniquely positioned you to work with your clients?
I’ve now been at Bernstein for over a decade, and I am still thrilled to pursue my passion for the investment industry. However, prior to Bernstein, I spent many years as a senior healthcare industry leader, and that experience provides me with an original perspective when I speak to business owners, executives, and other professionals. I understand the risks that can possibly affect my clients’ long-term wealth and complex compensation packages, both of which are critical components in finding the best solution for a family’s needs. Additionally, my strengths lie in analytical problem solving and relationship building, both of which have come in handy during my careers in healthcare and finance. Today, I leverage these skills to aid others.