How I arrived at RWM
After 25 years as a financial advisor, I decided to take some time and look back and the changes in the industry and the experiences that I have had. That reflection resulted in a clear realization that, for myself and my clients, I really needed to look ahead to the next 25 years. When people hire me as their advisor they assume that I will be there for them for as long as they need me. Often that means for their life, the life of their spouse, and sometimes even their heirs. With the weight of that responsibility on my mind I went on a search for a firm that could provide the tools and the team I need to deliver the most comprehensive advice to my clients. After a chance encounter with Kris at RWM it didn’t take me long to realize that my search was over. I had found my new home. There were no other firms that could come close to pairing the resources I needed for my clients with the culture and growth that I needed for myself and my career.”
Favorite part of the job
When I’m Not Working
“My wife and I have three amazing kids. Their school and activities are the core of our lives outside work. We are trying hard to soak in every moment before those moments are gone.”
