Why I became an advisor
I love the financial planning process and working with families on the goals that matter most to them. I've also always enjoyed following financial markets and investments, and I still keep a close eye on them every day. Some of the most satisfying parts of my job are the ones clients never see: watching how markets and portfolios change, checking how my clients are positioned, and reviewing how their accounts are performing against their goals. When a family's circumstances change, I like knowing I can help them adjust and stay on track.