- What path led you to wealth management?
I didn’t pursue a career in wealth management; I feel as though it pursued me. I started my career preparing sales tax returns for businesses at Arthur Andersen, then transitioned to the Private Client Services Group and began providing tax services to families. Over time, I found my real passion was working with families at a more personal level, helping them find their purpose for wealth and preparing their next generations to be responsible stewards of that wealth.
- Why did you join TFO Phoenix?
The people. I had worked with many of my colleagues in the past and felt that we could build something really incredible here. I think we’ve succeeded.
- What most excites you about your work?
I get to work with such amazing clients. Sometimes it’s as simple as seeing a family laugh together in a meeting and realizing that maybe they are just a little bit closer because of me.
- What personal accomplishments are you most proud of?
It sounds cliché, but I have to say my son and watching the well-rounded young man he has become. I have a friend who said his pursuit in life was to be a Renaissance Man: Intellectual, athletic and artistic. I always thought that was a great goal, and I’ve tried to cultivate those things in my son. He’s a straight-A student, plays soccer, is a black belt in Tae Kwon Do, loves acting and has incredible showmanship. I love that!
- Why should families connect wealth and purpose?
To find meaning for what motivates them and to understand why they get up every morning to do what they do.
- Education and accreditations
B.A., Economics, Rutgers University
Series 65 license
- What are the most important lessons you’ve learned in life?
I used to work with a supervisor who had a wonderful attitude about life. When I made a mistake, instead of getting frustrated with me, she would always respond: “There is no mistake that can’t be fixed!”