What do you do (in the context of work at PWM)?
I believe the personal side of financial planning is crucial for sustainable client success. My top priority is to take the time to get to know each client who walks through the door and help them build towards financial and personal success.
What is one of your greatest accomplishments (as it relates to work)?
I find that the financial planning process is most rewarding when I can celebrate life’s milestones with our clients.
What are your values and how do they inform your career?
I really value transparency…especially as it relates to working in the financial advising realm. It’s so important to build trust with clients through honesty and accountability.
Who are you?
I love being outdoors…. running, hiking, fishing and anything else that might get me off the couch. When not doing some type of physical activity, I can be found exploring the restaurant scene…discovering the hidden food gems of STL. Watching college football or catching the latest movies at a theatre are also my hobbies.
If you could choose anyone (dead or alive) to be your mentor, who would you choose and why?
Ben Franklin is a great mentor for me because he taught the importance of work ethic and modeled for a generation (and generations to come) that which can be accomplished when you set your mind and priorities on a specific goal. His 13 virtues, which he developed at age 20 (in 1726) are values we can appreciate and practice today.
What is a fun, unique fact about yourself that people likely don’t know?
I once ripped the entire inseam out of my tuxedo pants while ‘dancing’ at a wedding reception and had to dash out of the room!
What is your favorite motivational quote?
“There are two pains in life. … If you can handle the pain of discipline, then you’ll never have to deal with the pain of disappointment.” ~ Nick Saban