What inspired you to join Bernstein?
Over the past decade as a private wealth advisor, I’ve admired Bernstein’s reputation as a global leader in investment research and management. What inspired me to join the firm was discovering its unique, collaborative service model. The firm prioritizes translating research findings and planning solutions to clients and advisors, ensuring informed decision-making with clarity and trust.
Knowing I’d have the strength and support of the entire organization gave me an immediate sense of confidence and clarity. Our goal is to take care of clients in a way that goes beyond money management. We deliver premium service and world-renowned advice.
What kind of experience do you offer to your clients?
Clients can count on me to be calm, caring, and precise in moments when they need it the most. I’m proud to say I’m usually their first phone call when they’re at a fork in the road or navigating a significant life event.
Support in these cases can take many forms, from modeling transaction scenarios for a business owner, interpreting a complex compensation plan for an executive, or developing a clear financial plan for multigenerational families or those nearing retirement.
At Bernstein, I’m well-equipped to provide insightful guidance and encouragement, giving clients the conviction to chart their path forward.
What passions do you pursue outside of work?
Family is my cornerstone, motivating me to be the best version of myself every day, personally and professionally. Outside of work, I cherish the moments spent with my wife, exploring the wonderful Pacific Northwest through skiing, hiking, boating and golf. We also share a passion for traveling and discovering new places.
My appreciation for family and life experiences influences my approach as a wealth advisor. I strive to help my clients achieve their aspirations so they too can create lasting memories and experiences that matter most to them.