I Understand the Unique Psyches of My Clients
Relationships are very important to me—whether with friends, family, colleagues, clients or new people I’m just getting to know. I strive for positive connections that help me grow, stay healthy and be a force of good in this crazy world.
What inspired you to join Bernstein?
I’m a retired Air Force officer, and the values I learned in the military, such as integrity, respect and commitment, are extremely important to me. In my former role as a Special Agent in the Air Force, I had to often dig very deep in an investigation to find clues that will help solve a case. This particular skill set has been uniquely transferable to my role as a financial advisor, as I engage my clients and professional advisors in a deep discovery process to truly understand their needs, concerns and goals. I joined Bernstein because those same values, and more, are just as important to the firm. My role as a financial advisor allows me to focus my time and effort on serving others, just like I did in the military. At Bernstein, my relationships are still based on these core values that I hold, and I serve each and every one of my clients with the goal to help make their wealth meaningful.
