"You'll never achieve real success unless you like what you're doing."

What do you do off the clock?

Traveling with my wife, volunteering in my local community, cooking, golfing, fishing, and spending time on the water with friends and family.

What got you into finance?

I’ve always been intrigued by the stock market. After learning the ins and outs of personal finance in college, I knew that a career in financial management was a perfect fit.

What has surprised you about your career path?

My entire career has been centered around client service. Aside from my interests in finance and the stock market, my career has primarily been driven by my passion for helping people.