What do you love most about being part of MBEWM?
Working with my fellow advisors and the great group of people we have assembled on our team.
Why do you do what you do?
I do this to help people. Not everyone has the education or life experiences to solve complex financial problems that often arise in one’s life. While a client may experience a financial event once in their life, through working with 100s of clients over the past 20 years, I have experienced many of these events many times.
What do you feel most grateful for in life?
My family. If it weren’t for my dad, I wouldn’t have had an interest in this industry, and now as I pave my own path, I have a wife and kids who support all of my professional dreams.