What is one of your greatest accomplishments (as it relates to work)?
I spent a few years at the beginning of my career working for Thrivent Financial for Lutherans and had a mentor who taught me that if you take care of people they’ll take care of you. That has resonated with me and my focus is to always give back and put others first — learning that lesson early is my greatest accomplishment.
What are your values and how do they inform your career?
How you do something is how you do everything. As a wealth manager with PWM, I use my industry experience dating back to 2005 to help provide clients with financial confidence and a client experience that is second to none. When you retire the last thing that you want is to have to find a new doctor, dentist, hair stylist, tax preparer or financial advisor. While I can’t help my clients with their haircut and color or give an annual check-up, what I can do is help my clients feel comfortable and confident that I will be there to help navigate their financial lives and provide legacy planning with their children and grandchildren for the next 30 years. Having a CFP® and using behavioral finance as the foundation of my work with clients, it is my job to help make a client’s money work for them.
Who are you?
My wife Erin and I got married in February of 2018 and just moved to Denver in November of 2018. We brought our 2 dogs, Jobin and Roxy, with us to enjoy the outdoors and start putting down roots as we begin our lives together. Moving brings about plenty of challenges – finding a new Lutheran Church to call home, the costs of Denver living, getting involved in the community, and most of all having to find a new watering hole to watch my Jacksonville Jaguars!
If you could choose anyone (dead or alive) to be your mentor, who would you choose and why?
Motivational speakers Eric Thomas and Inky Johnson – They both overcame such trials and tribulations to be where there are today. They inspire and touch the lives of millions with their words and passion.
What is a fun, unique fact about yourself that people likely don’t know?
I have cheated death on more than one occasion- I blew a hole in my trachea TWICE! It’s called a pneumomediastinum. The first time, my physician said it should never happen again and was basically a freak incident. Fast forward two years…..it happened AGAIN!
What is your favorite motivational quote?
“Your new life is going to cost your old one”