What brought you to Wealth Management?
Our firm Principal, Cleves Delp and I have a friend in kind, who referred me to TDC.
Why did you join TDC Investment Advisory?
I joined TDC because of the passion with which Cleves and Brady spoke about the opportunities at our very first meeting. (The current reality, by the way, has exceeded the opportunities they spoke about back then — and continues to grow!
What most excites you about your work?
The variety and the impact of what we do here.
What has been your most rewarding career experience?
My most rewarding career experience is most definitely my current position at TDC.
What personal accomplishments are you most proud of?
I married “up” — and I have two wonderful, smart, independent children.
Why do families need to be stronger, closer, and wiser?
Family is the foundation for what is meaningful and purposeful in life. A successful family has freedom — freedom of choice. Being wiser means having understanding and clarity around those choices. This then allows the focus and energy to be placed on the things that make a family stronger and closer — which then solidifies the foundation.
What do you like to do outside of work? What’s your favorite way to spend a weekend?
I love to travel and write music. I also enjoy good food, good drinks, and good conversation.
What are some of your biggest influences?
To affect change. To bring order. To alleviate distractions. To eliminate clutter. “Who” are some …? Benjamin Franklin and Peter Thiel (Innovation); Calvin Trillin (Writing); Diane Warren (Songwriting).