What inspired you to join Bernstein?
I was inspired to join Bernstein because of the firm’s commitment and focus on serving the private client and using all available resources to drive ahead of the curve in a rapidly evolving world. Additionally, Bernstein’s culture of collaboration and spirit of teamwork ultimately drives better outcomes for their clients.
What is the most fulfilling aspect of being an advisor to your clients?
My goal is to get to a place in the relationship where the human element comes out. Most successful business owners and their families have many service providers who are looking to get their attention. What sets the unique foundation for our relationship is accountability. I hold myself accountable to them and I want them to hold me accountable as well. Once that foundation is established, I find that our personal relationship flourishes. Whether it’s sharing stories about their children or hearing about their failures in business or life, it’s only then—when their guard has come down—that I can truly be of value to them. Understanding who my clients are, both personally and professionally, and guiding them based on their values and beliefs, is the most fulfilling aspect of my job.
Which book had the most profound impact on you and why?
Atomic Habits by James Clear. This book broke down habit forming and habit breaking into its simplest form. For me, reading this book was an “Aha!” moment. I have always viewed forming good habits or ridding myself of bad ones, to be an extensive, drawn-out process. Atomic Habits allowed me to look at how I evaluate my habits on a daily basis by breaking them down into little actions versus big changes. That way of thinking gives me much more control over my behavior pattern, leading me to healthier habits.