What inspired you to join Bernstein?
I am fortunate to have been raised in a blended family, which gave me the perspective that I needed to truly understand my clients. When managing generational wealth, an advisor must consider multiple viewpoints that stem from the various family trees. Due to my upbringing, I am able to access many different points of view and figure out the best course of action for each person. I have been lucky enough to observe the benefits that economic freedom affords a family, the proper way to care for wealth and the importance of engaging all family generations who will eventually be touched by that wealth. Let’s be real though. Life is exciting but unpredictable; good though sometimes messy; enjoyable yet challenging. This is why I am here to serve as a guide in my clients’ lives, steward generational wealth in a positive direction and ease the burden wealth can have on a family because of its complexities. My hope is that my clients’ wealth will benefit their family unit and unique mission.
How have your values and personal background uniquely positioned you to work with your clients?
1. There is nothing so common about common sense.
2. Nobody will care about your money as you do.
3. One of life’s cruel injustices is that you can’t choose your relatives.
My values, which are etched into every part of my life, are unorthodox yet proven to help others. Number one, ingrained in me by my physician father, means I simplify, rather than complicate situations. This is essential to my advising process. Number two, which one of my current clients came up with, speaks to why people hire Bernstein. We do care as much about our clients’ financial well-being as they do. Number three speaks to my belief that, while familial relationships can be challenging, at the end of the day there is nothing more important than a solid family foundation. At Bernstein, we ensure that clients have the opportunity to understand not only their own priorities but also what is important to their family.
What passions do you pursue outside of work?
I’ve learned and experienced more meaningful life lessons in the field, woods or on the water than anywhere else. I refer to these sanctuaries as “my other church.” My passions, which include sports, hunting, fishing and conservation work, are seasonal by nature and keep me looking forward to each rotation around the sun. I find the most joy in fellowship and sharing my love for the outdoors with others. I believe it’s our duty, and hopefully legacy, to leave things better than we found it. That’s my goal when it comes to conserving the outdoors—and generational wealth.