What path led you to wealth management?
What started as a passion for personally having my financial life in order, became a desire to help others do the same. I love the cross section of planning for people’s finances and the personal care that is involved with how that gets implemented in their life.
Why did you join TDC?
What attracted me most to TDC was their focus on helping families connect their wealth with their purpose. I believe this is the highest calling in our industry and can have the greatest impact on each family we serve. I was also drawn to the culture and people of TDC, as each person strives to be the very best they can in a shared effort to provide clients the highest level of service and care.
What most excites you about your work?
The opportunity to walk alongside families as they explore how to connect their wealth and purpose. It is an incredible privilege to facilitate this planning and see the joy and peace that families have when their wealth is purposefully used to live out what is most important to them.
What has been your most rewarding career experience?
The most rewarding part of the work that I do is most definitely getting to share in the intimate moments of client’s lives – celebrating the highs, supporting them in challenging times, and walking alongside them in each season of life!
What personal accomplishments are you most proud of?
I am most proud of being a husband to my wife, Jenna, and a father to my children, Sadie and Hudson. The time and energy I spend with them bring me the greatest joy in life!
Why do families need to be stronger, closer, and wiser?
The blessings of wealth will amplify who a family is and the impact they have on each other, their community and eternity. When selfishness and discord take center stage, wealth will tear apart and destroy the beauty around it. When families prioritize being stronger, closer, and wiser their impact will reach far beyond what they could imagine. We want to help families be successful at connecting their wealth and purpose and pass those values down to the next generation.
What do you like to do outside of work? What’s your favorite way to spend a weekend?
Weekends are best spent with family. We are blessed to have lots of extended family nearby and love to spend time with them. Our family loves to travel, try new restaurants, go to the park and enjoy the outdoors whenever we can.
What are some of your biggest influences?
I have been incredibly blessed to have men of business and of faith that have helped guide and support me through each season of life. Each of them has helped me grow in my faith and leadership. My wife has also had an amazing influence on me, helping me be the husband, father and person I am today.