- What path led you to wealth management?
I spent the first 12 years of my career as part of a large multi-national accounting firm advising clients of all sizes and complexities from a tax perspective. During this time, I came to realize that as I built trust with these clients they would look to me for advice beyond just tax matters. I found that to help my clients and grow professionally, I needed to expand my knowledge beyond just taxes.
- Why did you join TFO Phoenix?
I joined TFO Phoenix to be part of a team that focuses on combining multiple service offerings to better help clients achieve their goals.
- What most excites you about your work?
The new and interesting challenges that each day brings. This ranges from helping a client find solutions to their tax needs to working with them to help achieve their financial goals.
- What has been your most rewarding career experience?
My most rewarding career experience was helping a client structure a transaction which allowed him to reacquire a majority ownership position in his company. Through this transaction he was able to alleviate a large financial burden of the company with minimal tax consequences.
- What do you enjoy most about your role at TFO Phoenix?
I enjoy working with families and really getting to know them on a personal level. It is rewarding to listen to a family’s goals and then work with them to help them achieve those goals.
- What personal accomplishments are you most proud of?
I am most proud of my family. My two amazing kids who inspire me with their sense of humor and creativity, and my wonderful wife who reminds me what is important in life.
- Why should families connect wealth and purpose?
By connecting wealth and purpose, families are defining why they are making the choices they make. Be it for the benefit of future generations or for the ability to achieve other specific goals. Without that purpose, you may just wind up accumulating wealth and never achieve what you are truly passionate about.
- Education and accreditations
Certified Public Accountant (CPA)
Masters of Taxation, Arizona State University
B.S., Accounting, Arizona State University
- What do you like to do outside of work? What’s your favorite way to spend a weekend?
Outside of work, I enjoy spending time with my family. My favorite way to spend my weekend is traveling with my family, coaching my kids in sports or attending a sporting event.