What path led you to wealth management?
I wanted a career that would allow me to build strong, personal relationships with others. I grew up watching my mother work in the wealth management business and I got to experience firsthand the relationships she developed with her clients and the meaningful work she was doing for them and their families.
Why did you join TDC Investment Advisory?
I joined TDC Investment Advisory because I wanted to work with folks who are passionate about helping and serving others. It is a privilege to work alongside amazing colleagues and friends who truly care about our clients and their families.
What most excites you about your work?
I love the opportunity to have a positive impact on the lives of our clients. The scope of our work reaches beyond numbers and spreadsheets. Some of the most meaningful conversations we have with our clients are almost always about things other than money.
What has been your most rewarding career experience?
I have been blessed to work with more than a few wonderful families. The most rewarding experiences for me have been those where I have been able to help my clients make a meaningful gift to make a difference in the community or their own family.
What personal accomplishments are you most proud of?
I am most proud of becoming a Certified Financial Planner in 2019.
Why do families need to be stronger, closer, and wiser?
Families need to be stronger, closer, and wiser to connect and find purpose in their lives.
What do you like to do outside of work? What’s your favorite way to spend a weekend?
Outside of work, I love spending time with my wife, Sarah, and daughter, Ellie. I also love to golf and spend time with my family at our family home on Round Lake in Southern Michigan.
What are some of your biggest influences?
The biggest influence on my life and career is my family. I grew up watching my parents work hard and sacrifice many things to ensure my sister and I had everything we needed. I value the work ethic my mother and father instilled in me from a young age.