What motivates you in your work?
My two boys motivate me more than anything. I want them to see what it looks like to work hard, lead with integrity, and still make time for what matters — and to see that you can build a career doing something you’re genuinely good at and enjoy.
Professionally, I love being the kind of expert my clients can trust completely. And on the team side, I’m just as invested in building real career paths for our advisors — because I’ve seen firsthand that advisors who feel supported and fulfilled in their own careers show up better for their clients. It’s not separate from client service; it’s the foundation of it. I love managing people, and creating an environment that’s challenging but genuinely fun is part of how we deliver for the people we serve.

