What differentiates you from other advisors?
Before coming to Bernstein, I led a division of a publicly traded company and then founded/co-founded a series of start-up companies. I know what it means to pay your employees first and yourself last. I know from experience what it is like to have your own capital as well as your ego tied up in your business. My personal experience as an executive and business owner allows me to understand the needs of corporate leaders and entrepreneurs because I have walked miles in their shoes.
Success comes to those who focus their attention. When I was managing my businesses, I focused my attention on making those businesses successful. Today, my clients have peace of mind because they know I am focused on preserving, protecting, and growing their wealth. My dedication to my work gives my clients peace of mind, so they can stay focused on creating wealth, growing their businesses, and caring for their families.
What personal accomplishment makes you proudest?
Many years ago, I wrote a book entitled Dollars and Sense: Ten Fundamentals of Financial Success. I wrote this book to codify the financial lessons that I was teaching my own young children at the time. I also wanted to commemorate the lessons I was learning while walking alongside my clients as they instructed their children on how to be good stewards of wealth. In essence, my book is a story of intention, kindness, philanthropy, and the importance of hard work. Passing along wealth to children is one thing. Passing along values, which is the true treasure we give to our children, is another.
What inspired you to become a financial advisor?
I feel fortunate to be a financial advisor at Bernstein. My clients trust me with their wealth and their stories. As a society, we don’t talk about money often enough, even though wealth can be such an important influence on our lives. Financial advisors have opportunities to see people in ways that are often hidden even from their closest friends. The perspectives that I provide to my clients come from my experience assisting hundreds of families over the years. While some challenges may seem overwhelming at first, as I assure every one of my clients, these challenges are oftentimes easier to address with the benefit of experience, and in partnership with an experienced team.