What most excites you about your work?

The fact that both our clients’ lives and the financial world are constantly changing. We have a very thoughtful, consistent investment approach, and it’s fun to figure out how to apply it and communicate it to clients with all of their unique challenges. I always smile when I hear people talking about “the new normal” or waiting for the “uncertainty in the markets to subside.” Uncertainty is the norm in investing. As investors we all have to embrace that fact to help us have a successful experience.


Why did you choose TFO Family Office Partners?

That’s easy: My colleagues. When our firm was founded in 2011, I didn’t think there was another firm of people who was as talented, as integrated and, most importantly, who cared as much about helping clients and each other as our initial team did. The best part is that today, with 50+ more people, I still feel the same way.


What are some of your life's biggest influences?

My late father, who passed away when I was 22. He taught me to take pride in what I do, and the importance of persistence. There were countless times in my childhood, either in school or sports, where he would come home and his first question to me wouldn’t be “Did you win or lose?” or “What grade did you get?”, but rather, “Did you try your best?” Today, I keep thinking that if I get a little bit better every day, I can still answer his question “Yes”.


University of Wisconsin-Madison
B.B.A. Accounting

Hobbies and Interests

  • University of Wisconsin sports (Jump around!)
  • Proud, supportive (sometimes frustrated) Tennis Dad
  • Attempting to make music via guitar

Industry Designations and Certifications

Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analyst (CAIA)

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