How do you play the role of a mainspring in our clients’ lives?
While I don’t work directly with clients as others in the company, I provide our financial advisors and staff with the resources they need to enable our company to work toward its goal of “client first,” so that our clients enjoy their experience working with us. In my role as a registered principal, I help maintain our commitment to doing the right thing and staying on top of the rules and regulations in our industry.
What drives you?
I value the opportunity to help others, especially in the work environment, and take pride in channeling hard work toward the greater good. I enjoy being part of a tremendous team and believe this helps me to continually strive to do my best.
How do you spend time outside of work?
I am married to my high-school sweetheart and we have two active boys. Most of my personal time is spent at sporting events as the boys participate in football, basketball and baseball.