What inspired you to become a financial professional?
In growing up I have fond memories of listening to my dad tell stories around the dinner table about his financial services practice. He worked with a number of successful business owners & entrepreneurs - I was always intrigued to learn about these clients & the work my dad was doing for them.
What are your passions in life?
I desire to leave a lasting legacy - not necessarily of money or property but a legacy of my core values. If I can positively impact my family, my clients, and the world my life will have been well spent.