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The reason I got into this profession

My grandfather, Bud, told me, “It’s not how much money you make, but what you do with the money you make that counts.” He was a larger than life, snowcapped mountain of a man whose words would guide me to Abacus years later.

My grandparents would host these amazing family barbecues growing up. Kids playing in the backyard on a hot summer’s day while aunts and uncles tend to the grill, laughing and enjoying each other’s company, all as my grandfather sits back and gazes proudly at it all. Basically, it was a scene from a cheesy greeting card. I figured that this was it, this was how life went. But as I grew older I slowly learned that things weren’t as they seemed. I didn’t know that my grandfather struggled to pay his way through college so that he could eventually start his own business, which wouldn’t become successful for decades. I didn’t realize that he had lived modestly his whole life so that he could pay for his grandchildren to go to college. And I didn’t know that he had supported my family for a year when my dad was sick. Bud was Superman, just always disguised as Clark Kent.

As I grew older, I became more curious about his business and how he was able to build the life he had: owning a fruitful business, being able to pay for his grandchildren’s education, and providing for his growing family. “Money looks better in your bank than hanging in your closet,” he simply said. Well put, Granddad.

My goal at Abacus is to become someone else’s snowcapped superhero, though I can wait on the white hair for a few more years.

One thing I’m doing to save the planet

I drink out of my reusable water bottle every day and can proudly say I have not used a plastic water bottle in over two years.

Outside of work, my passions include

Traveling the country in pursuit of my favorite bands, cheering for my adored Baltimore Ravens and Orioles, getting lost in the mountains, and staying active by finding pickup lacrosse games around LA and working out at the gym.

One goal I’m saving for

Owning a cabin in Colorado for many future ski trips.

The primary way I’m advancing my career knowledge

I am a member of the Financial Planning association and enjoy staying current with popular financial planning blogs and podcasts to learn of new ways I can help benefit my clients and their relationship with their money.



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