I feel like I have an extraordinary career because I get to help our families put greater meaning around their wealth by focusing on their legacy through strengthening their family connections, educating and engaging with rising gen members, or maximizing their social impact. I like to think that when I see a family laugh together in a meeting that maybe they are just a little bit closer because of me.
The people. I am in awe of the collection of talent and professionals that I work with each day and I also feel that we have amazing client families who are genuine, humble, and kind.
My father has been my greatest influence. He lived his life with real intent and never stopped learning. His life-long pursuit of knowledge is an inspiration. My faith has been the most significant influence in my life: helping me to persevere during challenging times; allowing me to show empathy and compassion for others; reminding me to feel gratitude; driving me to be better and to do the right thing; and bringing good friends into my life.
Chartered Advisor in Philanthropy®
Getting started is easy. Set a time to talk.Let’s Talk