On Wall Street, I loved the personal challenge to be profitable every day, but these days I would rather do something that adds value to people’s lives rather than making banks more profitable. My career in trading taught me many things- disciplined planning, risk management, relationship building, the ability to explain complex information simply and clearly, interpersonal skills, and attention to detail. As a financial planner at wHealth Advisors I am able to deploy these skills every day for my clients.
While encouraging my clients to dream big, and implementing strategies to help them achieve their goals, my main role is to keep them on course and focused. It is easy to lose sight of the life you truly desire when you are going through the daily grind or something unexpected happens. I act as the ship’s rudder and compass to help my clients stay on track and to reach their desired destinations.
When I’m not at wHealth Advisors, I spend time with family enjoying the lifestyle opportunities that living near the beach presents. I have four beautiful daughters who keep my wife and I very busy. In my spare time, I enjoy following my New York sports teams, getting together with my Bucknell fraternity brothers, and attempting to master the art of grilling.
“If we wander through life without a road map to get us to where we want go, one thing is for certain, we will get lost and distracted along the way. A ship without a rudder and charted course could end up anywhere in the ocean”.