- Why did you join TFO Phoenix?
It was very simple: A chance to continue to serve fantastic clients that I genuinely care about while teaming with a great group of people that I trust implicitly.
- What has been your most rewarding career experience?
Starting TFO Phoenix and building a place where our client families can continue their journeys with independent, objective and comprehensive advice has been remarkable and incredibly rewarding. The idea that we are hopefully creating a place where our clients and our people genuinely care about each other is as good as it gets.
- What do you enjoy most about your role at TFO Phoenix?
Our clients and our people are exceptional. They push me to think about new things and ways to be better. Each day is different and brings new experiences and opportunities to learn. To work with great people and be consistently challenged is pretty incredible.
- What personal accomplishments are you most proud of?
I am blessed to have a great wife and two great sons. I’m proud that we laugh a lot and care for each other. I don’t deserve much of the credit (that goes to my wife), but I certainly am lucky. I am proud that my wife and I moved to Arizona with a 2 year-old son, with another son on the way, and built a great life for our family. It was scary and exciting to move across the country to start fresh in a place where we had no family or friends; I learned a lot about life and myself.
- Why should families connect wealth and purpose?
In our society it is easy to have your wealth define you. It is far more rewarding for you to define your wealth. By taking time to consider what you want to accomplish and how you want to utilize your wealth, you are less likely to make emotional decisions and more likely to make choices that are consistent with your goals and values. Ideally, your wealth is just a tool to live life the way you want.
- Education and accreditations
Certified Public Accountant (CPA)
Series 65 license
B.A., Accounting, Michigan State University
M.S., Accounting, University of Illinois
2013 & 2014 Five Star Wealth Manager – Phoenix, Arizona
- What are some of your biggest influences?
For as long as I can remember, my dad and grandpa have been my guideposts. They taught me how to treat people, the importance of hard work, honesty, patience (still a bit of a struggle for me) and integrity. Just as importantly, they showed me how to find happiness and laughter every day.
- What are the most important lessons you’ve learned in life?
Focus on doing the right things and making the right decisions. That means doing what is right, not necessarily what is best for you. It’s really pretty simple: When you do the right things, everything seems to fall in place. You feel good about who you are and what you are doing. You’ll have a positive impact on others and will create great relationships with people who you care about and care for you. Also, I’ve learned the importance of laughter and choosing to be happy. It’s amazing how far a little laughter goes.