How do you play the role of a mainspring in our clients’ lives?
I believe financial planning is not a generic process but extremely individualistic. My first priority is always to actively listen to a family or individual’s values and goals. You are a unique individual, why shouldn’t your money reflect who you are?
What drives you?
A few years ago, my family and I experienced the declining health of a loved one. The skills I have learned as a financial planner were put to the test to ensure care would not be interrupted. I want to help other families weather any storm so they can remain focused on what is most important.
How do you spend time outside of work?
I always enjoy laughing and spending time with my wife Erin and son Finn after a busy day of work. In my spare time, I enjoy reading, writing, spending time outdoors and obsessing over my beloved Mariners.
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.