What path led you to wealth management?
I found my way to wealth management by pure chance. Applied for an internship in college and 25 years later here I am.
Why did you join TFO Wealth Partners?
It was the perfect place for me to use my experience to help a growing firm.
What most excites you about your work?
The steady pace and continually change in the company and industry.
What has been your most rewarding career experience?
The stability of the industry.
What personal accomplishments are you most proud of?
Surviving and growing from the significant moments in the stock market movement over the last 25 years.
What are some of your life's biggest influences?
My biggest influences are selfless individuals, that drop everything to help others.
Education
University of Toledo
B.A. Finance
Hobbies and Interests
- Camping
- Hiking
