- What path led you to wealth management?
My parents taught me that saving should be part of every dollar I earn. I was fortunate and appreciative to receive an internship opportunity during my sophomore year of college from my economics professor who ran a financial services firm specializing in fixed income.
- What has been your most rewarding career experience?
Finishing hard jobs. I worked in construction and as a janitor the summers of my freshmen and sophomore years of high school. This taught me to take pride in what I do and treat others with respect.
- Education and accreditations
Series 65 License
MBA, Grand Canyon University
B.S., Business, Maranatha Baptist University
- What personal accomplishments are you most proud of?
Learning to ride a bike without training wheels at 3, opening my Roth IRA at 18, and finishing grad school at 22.
- Why should families connect wealth and purpose?
Wealth is one vehicle that can help people get where they want to go. However, without a destination, you could drive for miles and never go anywhere.
- What are some of your biggest influences?
My grandfathers – both showed me that my decisions impact more than myself, and that I have a responsibility for my actions.
- What do you like to do outside of work? What’s your favorite way to spend a weekend?
Helping kids learn life skills and develop positive traits through sports, homework, games, and crafts. I enjoy playing pick-up basketball on the weekends and getting coffee with friends.
- What are the most important lessons you’ve learned in life?
Reputations are not built in a day, but they are lost in one.