What has inspired you to stay at Bernstein for as long as you have?
The people. In my 10+ years at the firm, I have long been surrounded by strong advocates and mentors who have cultivated my development and inspired me to achieve. Importantly, those same champions are instrumental to my practice and directly contribute to improving the financial well-being of my clients. At a firm where our values are to Invest in One Another, Strive for Distinctive Knowledge, Speak with Courage and Conviction, and Act with Integrity—Always, I am grateful for my colleagues, who demonstrate an unwavering commitment to those tenets and a steadfast fiduciary duty to our clients.
What is most fulfilling aspect of being an advisor to your clients?
Realizing authentic connection. In all things, I aspire to spend my time supporting those around me and finding ways I can be helpful. At Bernstein, the best part of what I get to do as an advisor to my clients is to discover and strengthen family/organizational values and financial priorities. Whatever I can do to support what is most important to my clients is how I find the greatest sense of accomplishment.
What passions do you pursue outside of work?
Volunteerism and camaraderie. A key focus within my practice is serving the nonprofit, foundation and association community. This work instills in me the importance of impactful community engagement and giving back. My current personal involvement centers on two causes—education and cancer research.
Additionally, my pursuit of establishing authentic connections shapes the deep discovery process with my clients and steers me to opportunities for fellowship. My personal time is spent with the people I care about the most: dining with family, traveling with my wife, visiting friends, bantering on the golf course and relishing the vibrant DC community that I feel fortunate to call home.