In my current role, how do I help PWM clients reach their financial goals?
Working at LPL as an Admin Solutions Partner for PWM Planning in St. Louis and several other advisor businesses, I have the unique opportunity to interact with every member of the PWM team and bring awareness about industry best practices that will benefit PWM’s financial planning clients. I enjoy this consultative role because I can focus on listening to clients and uncovering ways to help PWM continuously improve. In the end, this helps build better and more successful client relationships.
How do I like to spend my time outside of work?
I like to spend as much time as I can with my family when I’m not at work. I especially enjoy playing golf with my wife, two teenage sons, and neighborhood friends. Nothing is better than the quality time I get with these important people in my life when we’re on the golf course having fun, enjoying nature, and getting away from the distractions of cell phones and computer screens.
What is a fun, unique fact about yourself?
I’m a self-taught musician and love playing the drums in my free time. Going into my basement and learning a new classic rock song on the drums really relaxes me and my family enjoys it so long as I don’t play early in the morning or late at night.