What differentiates you from other advisors?
I help clients understand their relationship with their money. While my job is to manage their wealth, many clients place importance on the broader values that their money represents. What my clients DO with their money is just as important as how MUCH it grows.
Everything about my advising style is driven by the following: a desire to find solutions to complicated problems, overcome obstacles, deliver exceptional results, and find the most creative, pragmatic investment and planning solutions. Much of my drive comes from my career as a professional athlete and entrepreneur, and these skills have proven helpful to my clients.
What inspired you to join Bernstein?
My attraction to Bernstein was less about its reputation and rather about the people, culture and mindset of the firm. Bernstein is a driven firm with driven people, which aligns with my own driven spirit.
After a successful career in the medical device industry during which I traveled to over 70 countries and worked with people from diverse backgrounds, I was recruited by Bernstein. Their desire was for me to grow our Philadelphia office and develop relationships within the community.
My practice at Bernstein is built on a shared belief in completely focusing on the client and always doing what is right for them. My clients, whom I admire, are uniquely successful individuals, business owners, entrepreneurs, global families, professional athletes and nonprofit organizations. In the 15 years I’ve been at Bernstein, I’ve acquired skills that have become synonymous with my success. I’ve also been privileged to play a continuous role in my clients’ success across multiple generations.
If you didn’t work for Bernstein, what else would you be doing?
If I weren’t a financial advisor, I would most likely run a nonprofit organization or serve on several nonprofit boards whose focus was cancer research and animals. Those are two areas that have my heart. I would also help start-up companies secure funding as well as assist them with their go-to-market strategies.
Due to my love for wine, I would also study to pass all levels of the Sommelier certification process.
Finally, I would continue my practice of traditional Wing Chun Kung Fu and strive to achieve Sifu status, a level which only a handful of people in the world have attained.