What’s the best advice you’ve ever received? “When passion is found, help it grow however you can, regardless of the task at hand.” I love helping people, so this is an easy one for me to follow! However, it took me until I was in my late 20s to figure it out!
Why do you do what you do? As a young teen, I remember my mom asking me to balance her checkbook. She was raising two boys on a teacher’s salary; every cent mattered and she wanted me to understand this. At sixteen, I watched as an unscrupulous broker locked in his commission by selling my mom a financial product she really didn’t need. This was a transformational moment for me. When I joined Loring Ward in 1990, I wanted to help build a firm with strong values and simply do “what’s right” for investors. I am so happy to be part of a culture that helps change the world by empowering Financial Advisors to provide the authentic and personal financial advice — not product sales — that so many investors need.
What do you feel most grateful for in life? Outside of work I enjoy spending time with my better half, Karen, and seeing our grown-up kids. They continually help me navigate what’s really important and instill a great sense of purpose in my life.