What do you do off the clock?

Golf has become somewhat of an obsession. I also enjoy tennis, fly-fishing, guitar and a good book. Looking forward to more travel, with college-tuition in the rear view mirror!

What's the most creative aspect of your job?

I seem to have a knack for distilling complex investment and market information into digestible terms that clients can relate to. It’s a challenge I enjoy, and they seem to appreciate it.

What's your best day of work like?

My best day at work is when a client takes the time to thank me (or the firm) for our services. Perfection is elusive in this business, and results – in the short run – don’t always meet our expectations. When a client says “thank you for what you have done for our family”, that means a lot.