What has inspired you to stay at Bernstein for as long as you have?
The people. My colleagues are strong advocates and mentors who have not only supported my professional growth but also inspire me to continually strive for excellence. These same champions play a vital role in my practice, helping to deliver meaningful, lasting impact for our clients. Our firm values are to Invest in One Another, Strive for Distinctive Knowledge, Speak with Courage and Conviction, and Act with Integrity—Always, and I am grateful to be part of a culture that embodies these principles every day. This unwavering commitment to both colleagues and clients is the driving motivation to grow my practice at Bernstein.
What is most fulfilling aspect of being an advisor to your clients?
Realizing authentic connection. My advisory practice centers on a genuine desire to support those around me and to find ways to be truly helpful. I have the privilege of partnering with dynamic families, business owners, corporate executives, and nonprofit leaders to uncover and strengthen the values and financial priorities that matter most to them. Helping clients align their financial strategies with their deeper goals—whether for their families, organizations, or communities—fuels a profound sense of accomplishment. It is this meaningful collaboration and the trust we build together that makes me love what I do.
What passions do you pursue outside of work?
I find balance and inspiration through travel, mentorship, and quality time with friends and family. These experiences enrich my perspective and deepen my appreciation for the relationships I build with clients and professional partners. Recreational sports and physical fitness play an important role in maintaining the energy and focus I bring to both my personal and professional life. I am also an avid follower of the Indiana Hoosiers and Yale Bulldogs, which connects me to home, a broader community, and tradition. These passions reinforce my commitment to supporting clients holistically—not just as an advisor, but as a partner invested in their overall well-being.