What path led you to wealth management?
As an estate planning attorney, I had the opportunity to build deep relationships with the families I served. Through the depth and personal nature of those relationships, the advice sought by clients often extended beyond estate planning to a broader range of issues affecting their entire financial lives. That’s exactly what a family office allows for – understanding and advising on a client’s entire financial picture.
Why did you join TDC?
TDC is a diverse group of professionals who are focused solely on the client’s best interest and who provide honest, intelligent and objective advice. TDC is an organization that shares my passion for helping people and does so in an honorable way.
What most excites you about your work?
We have a tremendous opportunity to make a positive impact on the families we serve. Any day you can help a client sleep easier is a good day.
What has been your most rewarding career experience?
Our clients are remarkable people. Being able to get to know them, to hear their stories, to see the impact they’ve had on their communities is nothing short of extraordinary.
What personal accomplishments are you most proud of?
Being a husband to my wife, Christa, and a father to my children, Elodie and Donald.
Why do families need to be stronger, closer, and wiser?
Families spend an incredible amount of time and effort building and growing their resources. That time and effort should be guided by a defined, understood and well discerned purpose. Doing so allows families to be stronger, closer, and wiser.
What do you like to do outside of work? What’s your favorite way to spend a weekend?
Spending time outside. Whether it is on a bicycle, a surfboard, a pair of skis or in running shoes any day spent outside is a win in my book.
What are some of your biggest influences?
My wife and family. They are my best friends and their unconditional love always challenges me to be the person deserving of such a blessing.