How can Chamber members benefit from your company?
To start, we are financial planners and not money managers.  It’s important to understand and know the difference. Secondly, we implement a personal and business recordkeeping system that is second to none.
 
What are your primary responsibilities?
To understand that every client – and every decision – matters.
 
What do you love about your job:
Meeting people and building relationships. That, and having the opportunity to change the course of someone’s life, along with the people they love and care about.
 
Name your favorite Chamber service, program or event:
Business Connections Hour … It’s a great way to start the day!
 
What are some of your interests or hobbies?
My son, Jack, and daughter, Liliana, are first and foremost.  Other than that, I practice yoga, play tennis, enjoy red wine, and follow SU sports.
 
What is your personal philosophy on how to be successful?
I’ll paraphrase a little from Ray Dalio who says the clearest path to having consistently successful and growing client relationships is to a) embrace reality and b) to operate with radical transparency in one’s interactions.  Maintaining perspective is also important.  And, it’s cliché, but there’s no substitute for hard work.