Q: Why do you help people manage their wealth?
A: A seed was planted early in my life. When I was a child, my grandfather established a legacy of investing in my family when he left a few shares of stock to my siblings and me. That gift, along with parental encouragement in high school, helped us learn about stocks, dividends, and market forces.
My introduction to investing was early and helped me understand the power of forward thinking. That's why I love helping clients strengthen the foundation of their future and that of the next generation.
Q: What's your #1 piece of advice?
A: Begin with the end in mind. If you don't consider where you're going, you might arrive at the wrong destination.
Q: If you could be a superhero, who would you be?
A: Wolverine. His unstoppable healing power and Adamantium skeleton would eliminate my sports and adventure injuries.