What do you believe is the most common misconception people have about managing wealth?

The most common misconception about wealth management is that it depends solely on income; in reality, it is driven far more by disciplined spending behaviors than by the amount one earns.

If you had to summarize your approach to wealth management in just three words, what would they be?

Transparency, Growth, Strategy.

What is the most rewarding part of your relationship with our clients?

The ability to see multiple milestones achieved in their lives.

How do you personally define success, both for yourself and for the families you serve?

The legacy you leave and character you display.

What is the best piece of advice you’ve ever received?

Trust people until they give you no reason to trust them.

What book, publication, or thinker has most influenced your professional mindset recently?

‘Money In the Streets’ by Barry Habib

What core philosophy or favorite quote drives your daily approach to life?

Chase relationships, not money.

What is the most important financial or life lesson you hope to pass down to the next generation?

Choose the right life partner.

If you had a completely free, uninterrupted Saturday, where are you most likely to be found and how are you spending it?

Alone on the golf course.

Are you a cook or a reservation-maker? What is your signature dish or favorite local dining spot?

My signature dish is a Filet Mignon topped with jumbo lump crab and finished with a rich red eye gravy.

What was your very first job, and what humbling or valuable lesson did it teach you?

My first job was cleaning up after dogs, which taught me a fundamental truth that has stuck with me ever since: no task is beneath me. It instilled a ‘roll-up-your-sleeves’ work ethic that I carry into everything I do.

Have something fun to share or answer that is not on the list?

I am an avid hockey fan and player.