How have your values and personal background specifically positioned you to work with your clients? What differentiates you from other advisors?
I come from a background where hard work, discipline, and earning your way weren’t optional - they were the expectation. From my first summer job at 13 to working daily restaurant shifts through high school and college, I learned early to value what I earned, live within my means and to stay focused on the long term. That mindset carries into my work today. I pay attention to the forces that actually drive outcomes and help clients make decisions that hold up when conditions get tough.
Being earlier in my career gives me a perspective many long‑tenured advisors don’t have. I work with people who are still building: professionals, founders, and families making major financial moves, not simply maintaining the status quo. They want someone who sees the world the way they do: modern, analytical, and straightforward, without jargon or theatrics.
What sets me apart is simple: I treat advising as a discipline. I dig into details, challenge assumptions, and give clear guidance even when it’s not the easy answer. Clients come to me because they want a partner who thinks critically and takes a real position. My values - transparency, intellectual honesty, and follow‑through - are the backbone of those relationships. The trust we build isn’t based on hype, but on clarity, rigor, and consistency.
What kind of experience do you offer to your clients?
Clarity and confidence. In partnership with Jordan Forney, we agree these two things that matter most when making important financial decisions. We give our clients a sense of direction in a world where the financial noise can feel overwhelming. People come to us because they want someone who can separate signal from noise and help them make decisions with conviction.
A lot of the individuals and families we work with are navigating major life and financial milestones for the first time: buying a home, building real wealth, balancing opportunity with uncertainty. We understand how intimidating those steps can feel, because they’re not abstract concepts - they’re real moments in people’s lives. Our role is to bring clarity to those moments, run the numbers that matter, and remove the guesswork.
Markets aren’t always calm, and no advisor can eliminate every moment of doubt. But the people we work with know they have a plan that’s been pressure-tested and built with purpose. That confidence carries forward into better outcomes, smarter decisions, and a partnership that’s built to last - not just for this year, but for the decades ahead.
If you didn’t work for Bernstein, what else would you be doing?
If I weren’t at Bernstein, I’d probably have a role in academia. I’ve always been drawn to breaking big ideas down in a way people can actually use, whether that’s in a classroom, a lecture hall, or mentoring individuals one‑on‑one. I like helping people build real skills, not just absorb information.
I could see myself as a professor or working in a role that develops people - something where the job is to guide, challenge, and support others as they grow. I get a lot of energy from helping someone go from confused to confident, and I’d want to be somewhere that focuses on that kind of impact.