What is your current position and what you do?
As part of the professional financial services team here at PWM, my focus is to deliver above and beyond customer care. I believe in order to deliver that excellent service, it’s very important to take the time to get to know each client on a personal level. My main responsibility is communication…with my team and our clients, before and after each meeting, to ensure that we address all areas of importance and concern around personal and financial planning.
Briefly tell who you are outside of work…people like “real” and “relatable”
I love to run, hike, and spend time with my family. I spend a vast majority of my free time running, as I love competing in local 5k competitions. You may see me running around Forest Park, Soulard, Dogtown, etc. If I’m not running then I’m most likely hiking, considering I’m a big outdoors guy and love to be in tune with nature.
If you could choose anyone (dead or alive) to be your mentor, who would you choose and why?
Steve Jobs, because I would love to understand how his mind works and get a deeper understanding of how he thinks so creatively.
What is a fun, unique fact about yourself that people likely don’t know?
I rode horses and competed in show jumping competitions when I was 12-13 years old.
What is your favorite motivational quote?
“Whatever you hold in your mind on a consistent basis is exactly what you will experience in your life.” – Tony Robbins