proud father: I have two wonderful daughters. | rockstar runner: I began running and being coached by an Olympic level athlete for the mile race. I set out to run a mile in under 5:00 minutes and on June 6th I hit my goal after months of training! | financial planner: At the end of the day, it’s making a positive impact in people’s lives that gets me out of bed. There’s so much variety in my work – even though people may have similarities, everyone’s problems or opportunities are different. |
favorite quote: “At the end of the day people won’t remember what you said or did, they will remember how you made them feel.” -Maya Angelou | geekiest moment: At 16, I built my own computer from scratch. | positive energy provider: I love mindfulness and mediation and am a big supporter of self-care that contributes to positive mental health. |
I began my career in financial services twelve years ago after realizing that you didn’t have to be a bossy, stuffy old guy in a suit selling things to people. My epiphany was that financial planning was about building relationships and working with people on their lives in many different ways. I go deep into life planning and thinking about what you want to accomplish in your life, not just with money, but maybe your fitness or nutrition goals, relationship hopes, career aspirations, etc. There is nothing you can’t ask me to help you do. I’ve gone to car dealerships to help negotiate a car purchase, gone home shopping with first time home buyers, analyzed putting solar panels on a roof, reviewed mortgages and offer letters for jobs, found resume writers, and career-coaches for my clients and more. The greatest compliment you can give me is to allow me to bring positive energy into your life.