What do you enjoy most about wealth management?
Helping to make a meaningful difference in the lives of the clients we serve.
What’s the biggest challenge?
Working to anticipate expectations while managing growth, and seamlessly integrating our new business partners and clients into Aspiriant.
What do you love most about being part of Aspiriant?
The people, culture and vision.
What professional accomplishments are you most proud of?
- Moving to New York at 21 and starting my career in finance.
- Successfully developing and leading teams to improve and add value to each of the organizations I have worked with throughout my career.
- Becoming a principal at Aspiriant.
What quality of yours makes you best suited to what you do?
Strategic planning, communication, team building and humility.
How should people think about their wealth?
I think everyone has wealth of some kind. Wealth is more than just money; it is what is valuable to you.
What do you love to do outside of work?
I love spending time with my family, being outdoors, watching sports, reading and going to new restaurants.
What would you be doing if you weren’t working for Aspiriant?
Working to help protect endangered wildlife and the environment.