Finance has been a passion of mine for nearly seven years. During my time in college, I actively traded on my own, immersing myself in this highly fluid and complex field. The constantly evolving nature of finance presents uniquely challenging environments, and I thrive on solving the consistently new problems my clients face.
I enjoy the complexity and challenging atmosphere of developing highly flexible long-term and short-term plans for clients with intricate financial needs and income structures. This gives me the opportunity to approach issues from multiple angles and provide unique solutions that other advisors may not be capable of offering.
I am always on the front line, working directly with my clients. While I utilize additional colleagues on the back end, many of them with decades of experiences in their specific practices, I make it a point to meet with my clients in person to understand their specific needs, concerns, and issues. I believe that a personal approach and a strong relationship with my clients help me better anticipate their evolving financial needs.
Having moved extensively growing up, I understand the need for flexibility. My father, an executive in a Fortune 400 company who started his career at the factory floor employee level as an engineer, demonstrated the sacrifices and hard work required to succeed at that level. I believe that executives deserve financial plans that maximize the potential of their sacrifices, ensuring that their efforts are.
My father's journey from an engineer to a group president at a Fortune 400 company inspired me. His work ethic and dedication have constantly motivated me to challenge myself and excel in every professional task I undertake. His influence on my career and who I am today cannot be overstated.
Outside of finance, I am an active member of the Summit County Search and Rescue Dogs team (Summit SAR Dogs). My journey into search and rescue began during my years as a firefighter, where I specialized in Water Rescue and HAZMAT work. I trained my black lab, Ripley, named after Sigourney Weaver’s character in "Alien," for eight years. Recently, I welcomed a new black lab puppy, Tali, who will also be trained as a Search and Rescue dog focusing on finding live victims, such as missing hikers, campers, and children.