Why this work?
What makes the work meaningful is the relationship that develops along the way. You get to understand what a family cares about and help them prepare for the things that matter most.
What’s the first question you ask in a first meeting?
“What would you like to get in order?” Sometimes there’s a specific concern. Other times, people have several pieces of their financial life in place but aren’t sure how they fit together. I want to give them room to explain their situation, their wants, and their needs. Getting to know someone comes before making recommendations.
What do you wish more people understood about money?
You don’t have to become a financial expert to feel more in control of your finances. But you should understand your plan, why you’re making certain decisions, and how those decisions serve your goals.
What kind of client do you do your best work with?
People who value a relationship and are willing to share what matters to them. That might be retiring comfortably, making things easier for their family when they’re gone, or passing wealth to children, grandchildren, or a charity they care about.
Where would I find you on a Saturday?
Enjoying a little time to slow down, tend to my flower garden, and connect with my family and friends. As a Notre Dame graduate, a fall Saturday might include keeping an eye on the Irish.
Words to live by\\u200b
“Carry forward the good that was handed to you.”
