- Why did you join TFO Phoenix?
My experience in public accounting gave me a perspective that there was a difference between providing an annual service, such as preparing a tax return, and being a trusted financial advisor, helping clients throughout the year. Once I got to know TFO Phoenix and the team here, it became clear that they prided themselves on striving to excel at the latter. I think we stand out from the throng of alphabet accounting firms because we genuinely care about our clients on a personal level.
- What personal accomplishments are you most proud of?
Being a father, hands down. Glossing over the rough patches of raising children (endless as they at times feel), there is nothing that brings me more joy than to see a child succeed. A child getting past a personal fear. A child learning something new. A child growing and experiencing life, letting me be a part of it. I am proud to say I am a father, and that I can attain no other title that will ever outshine or be of greater significance.
- Why should families connect wealth and purpose?
Wealth has just as frequently left families to wither and crumble as it has led them to thrive and succeed. Without a purpose, entitlement and idleness are eager to eradicate the sense of worth established by work ethic and empathy. Having a purpose provides protection from the ruin of aimless abundance and encourages the behaviors that generated the wealth in the first place.
- Education and accreditations
Bachelors of Sciences in Accounting – Arizona State University
Masters of Taxation – Arizona State University
Arizona CPA License
- What do you like to do outside of work? What’s your favorite way to spend a weekend?
I enjoy playing indoor racquetball and restoring older cars. The perfect weekend starts Friday night, which is family movie night. After a Saturday morning of chores there can be nothing better than working on a project in the garage, whether it’s a car or something around the house. Saving the best for last, Sunday is a day for church, family and relaxation, which typically involves playing Monopoly with the kids.
- What are the most important lessons you’ve learned in life?
Anything worth having is worth working for. Work hard, play harder. Treat others as you want to be treated. Family is the only thing we take with us.