How I Arrived at RWM:
In 2015 I was working as a fixed income salesperson on a trading desk and I realized I wanted to have more of an impact on individuals and families, as opposed to working with large institutions. I joined a hybrid insurance/broker-dealer and began working with young families and individuals who believed that a good financial plan is the most important aspect of personal finance. After years of listening to Animal Spirits and reading/listening to Josh and Barry, I decided to reach out and see if the firm might be a fit for me and my clients; thankfully, it was a resounding yes!
Favorite part of the job:
I love helping people solve complex financial planning problems with clarity and expertise. Sometimes even the most minor mistakes can compound and I love the ability to have a huge impact on our clients financial success
Experience:
Education:
Bachelor’s Degree in History from Roanoke College
When I’m Not Working:
My wife Amy and I live in Connecticut with our 2 kids (Jack 5, Emma 3). When I’m not working, I am an avid golfer and love cooking, good wine and bourbon. I also serve as a board member for the KAT6A Foundation, which was formed to provide research and support for children (such as my son, Jack) who have a rare genetic mutation of the KAT6A gene.
Contact:
Call 212-625-1200