My Story

I used to absolutely dread having car problems. I don’t know much about cars and I have no desire to grow my tiny base of knowledge. I would bring my car into the dealership and feel like they were speaking to me in a different language. Each transaction would inevitably leave me wondering if I had been lied to or taken advantage of. Plus, half of the time I’d be back a week later after realizing the issue was still there. I’d likely end up paying again, with a poor explanation of what I had paid for the first time, just hoping I wouldn’t be back again to repeat this frustrating exercise the next week.

All this changed for me a few years back when I found Fred, my mechanic. I don’t worry about car problems anymore because I know I’m in good hands when I drop off my car off. If I had to describe Fred in three words, they would be honest, reliable and hardworking. I completely trust Fred and it feels great to be alleviated from the burden of having to worry about car problems.

So how did I end up being a financial advisor? Well before I joined Abacus, I ran the institutional relationship management team for an asset management firm in San Francisco. There was a change of ownership at the firm, which came with a new approach and attitude towards clients. I started feeling like maybe I was working for the car dealership I previously described and I decided to leave. An opportunity came across to work for Abacus and I realized that it was my chance to be somebody’s Fred. I jumped at the opportunity and haven’t looked back since.

How I’m expanding what’s possible with money

I expand what’s possible with money every day by working at Abacus. I help clients make sound financial choices by quantifying the costs of different decisions in a way that resonates with them.

Outside of work, my passions include

I love spending time with my family and friends. I also enjoy playing golf, watching football and baseball, firing up the BBQ, camping, and fly fishing. I’m happy to pair any (or all) of the above activities with good beer.