How I arrived at RWM
After working in a brokerage firm environment for over a decade and seeing “both sides of the fence” from both management and client-facing roles, I realized there had to be more to wealth management and began focusing on the financial planning aspects of the profession. I quickly realized the major brokerage firms were not the place to pursue a career in “real” financial planning. I had been listening to the Animal Spirits podcast and reading RWM blogs for a few years when the opportunity to work at RWM came around. I immediately jumped on the opportunity and the rest is history.”
Favorite part of the job
“As cliché as it sounds, being in a position to help clients reach their financial goals and being a trusted advocate is the best feeling. Knowing that I play a part in client financial success and helping them navigate the more complex aspects of personal finance is the most rewarding part of this career.”
When I’m Not Working
“Making memories and spending time with my wife and kids is the best part of life. Outside of that, I enjoy working out, cooking and occasionally kayak fishing.”
