How I got into this profession
How I’m expanding what’s possible with money
By setting aside funds every paycheck in a Lifestyle Fund. This money sponsors trips and experiences that bring tremendous amounts of joy to my life. For example, it will be funding a Napa Valley trip with my two older sisters.
Outside of work, my passions include
Giving back to the people, institutions, and communities who’ve shaped my life. Health and wellness are also extremely important, and I maintain an active lifestyle with the gym, hiking, yoga, and beach volleyball. As the youngest of five, I enjoy keeping up with my siblings and making the most of being an uncle to six nephews and one niece.