What path led you to wealth management?
Finance has always interested me, stemming from my time growing up as the neighborhood lawnmower when every dollar that didn’t go towards baseball gear was put into my savings account. I carried that interest through college where I received a financial management degree. Once I’d experienced what we do for people at TDC, it became clear that wealth management is what I’m meant to do.
Why did you join TDC Investment Advisory?
My first job out of college was selling life insurance for Northwestern Mutual. It didn’t take me very long to realize that I wanted to do more for clients long-term. Tad Sobieszczanski, my college roommate of three years knew I was interested in expanding my experience and had nothing but good things to say about his experience working at TDC. He encouraged me to apply, and the rest is history.
What most excites you about your work?
I get to help families plan through and effectively weather complex situations. On top of that, I get to do so alongside a group of exceptional colleagues.
What has been your most rewarding career experience?
It’s impossible to pinpoint just one moment, but any time I can help give a client peace of mind or make their lives a little smoother during a tough time, it’s a great feeling. This really emphasizes why and what we do here at TDC.
What personal accomplishments are you most proud of?
I had the privilege of attending, playing baseball, and graduating from Hillsdale college where I made many lifelong friends.
Why do families need to be stronger, closer, and wiser?
I was blessed to grow up in a great family environment. It afforded me the opportunities that directly led to me – where I am today. Everything starts with the family.
What do you like to do outside of work? What’s your favorite way to spend a weekend?
Away from work, I enjoy any time spent with friends whether that’s golfing, grilling/cooking, going to a ball (or puck) game, and rollerblading with my dog, Brantley. On weekends, I spend as much time on the lake as Michigan weather allows, tailgating for a Michigan football game, and staying active.
What are some of your biggest influences?
My parents are two of the hardest working, selfless, and most faithful people I know. I’ve also surrounded myself with an amazing group of friends from several different walks of life who inspire me in different ways.