HOW DO YOU PLAY THE ROLE OF A MAINSPRING IN OUR CLIENTS’ LIVES?
Part of my role as a financial planner is to build relationships by understanding my clients’ priorities and staying up to date on the bigger aspects of their lives. As a result, almost every client I work with views me as the core of their financial decision-making process.
WHAT DRIVES YOU?
I get a lot of satisfaction from the work I do. The uniqueness of each clients’ situation presents fresh challenges daily. What drives me is using my knowledge, experience, and skills to help people use their resources in a way that matches their values so they can live the awesome lives they want!
HOW DO YOU SPEND TIME OUTSIDE OF WORK?
I love quality time with my wife, Miya. We enjoy playing with our dog, watching movies, cooking together, and talking about the future. I spend my free time shooting hoops when it is sunny, playing guitar just for fun, weight training in the garage, and relaxing by playing games or reading.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.