What differentiates you from other advisors?
“Wealth Management Advisor” is one of those job descriptions that could never do the role anything close to justice. My job goes well beyond those three ideas. A more apt description would be part “I know a guy” guy, part private eye, part family counselor, part author of personal brands; an arbiter of conflict resolution, a juggler of conflicting interests, a trusted guide into the unknown and a skillful facilitator of change.
In my office, change is never a scary word. Change is always a chance for growth. A chance to define our aspirations, articulate them, analyze them and transform them into a tangible, strategic, fully customized path forward.
Whether you’re starting, growing or selling a business, exploring investment opportunities or navigating complex family matters, with the right advisor by your side, life’s big changes become life’s big opportunities.
What inspired you to join Bernstein?
“Better with Bernstein?” Working with mentors and clients in the wealth management space for over a decade, I know you’re bound to hear some things. Bernstein’s reputation precedes itself: The firm’s investment platform is well known to be fully integrated and world-class. Its global team is principled and professional, its approach proactive, its culture discreet and client-first. The results have the power to change families, legacies and lives.
Several years into joining the team, I’m happy to report that the rumors are true. Bernstein is different. And the process-based tools I’ve acquired while working here have changed my life and improved the relationships that I hold most dear.
What passions do you pursue outside of work?
When I’m not advising clients on their wealth, you can find me with sawdust on my sleeves and grease under my nails. I love to weld and wrench on motorcycles and cars. I also have a pretty good shot—I used to shoot competitively. These days, I spend time outside fishing, pheasant-hunting with Hubert, my British Lab, and hiking in the woods.
I also enjoy singing, poetry, stand-up comedy and theater. The performing arts allow me to dive deep into my own humanity and sharpen my storytelling acumen. Da Vinci advises us to “study the science of art and the art of science.” Art will nurture your creativity and ability to seek new perspectives. And science will nurture your analytical thinking and give your work structure. By embracing both the art and science of wealth management, I’ve become a more effective advisor—and a bit of a Renaissance man as well.