How I arrived at RWM
"I originally discovered RWM through Barry's "Masters in Business" podcast and Josh's appearances on CNBC. It didn't take long before I had subscribed to every RWM podcast or blog I could find, and I knew very quickly RWM would be the best place for me to serve my clients and continue growing my career. A few years and hundreds of podcast episodes later, I found out the RWM team was visiting Charlotte, NC and immediately reached out. As luck would have it, that led to me spending most of an afternoon meeting everyone, and ultimately my opportunity to join the team."
Favorite part of the job
"Creating financial plans that give clients the confidence to enjoy the present knowing they’re also taking the necessary steps to prepare for the future."
When I’m Not Working
"My wife, Daphne, and I live in Charlotte, NC with our son, Cam, and our dog, Luke. We both enjoy traveling, working out, watching sports, and trying new restaurants in the area. I also enjoy playing golf whenever I get the chance."
