Office Location: Bellevue
How do you play the role of a mainspring in our clients’ lives?
As Director of Transitions my role goes beyond ensuring a smooth transition of Financial Advisor teams to our firm and encompasses facilitating a superior advisor experience in all aspects of service delivery which then translates into a higher quality client experience.
What drives you?
Sports have always played an important part in my life. The ability to work on a team where we must overcome obstacles, achieve goals, and grow together, drives me. The relationships I build in my role is the most rewarding aspect of my day to day.
How do you spend time outside of work?
My life outside of work is spent with family and friends. It could be golfing, going to the beach, attending a concert, or cheering on my Florida State Seminoles. If there are good people around, it will have been worth it. In my personal time, I also enjoy fitness, landscaping and trying new foods.