What is the most interesting thing you do every week?

The varied nature of our client base provides a number of new and different challenges, and the opportunity to collaborate with coworkers and outside professionals to resolve these client problems, keeps me coming in to work every day.

Who has had the biggest impact on your career and why?

The financial advisory industry is an especially difficult challenge in the beginning of your career, and that requires a great deal of effort and time to survive in this industry.  For me, having a wife that supported me through the early years was most impactful.

What do you wish more people knew about?

I am a private person and abstain from social media and other forms of sharing of my personal life with others outside of my family and friends.  I would like to think that my works in life and interactions with others allow people to know what they should about me.

Where do you think the financial industry is going?

The clear change industry wide is the increased level of transparency involving the management, objectives, and expenses of available investment products.  I personally am pleased with these changes and believe it will help investors make better-informed decisions.

Additionally, the increasing complexity of the financial life of my clients, and specifically the baby boomers has mandated the need for more collaboration between a client’s financial advisor and other supporting professionals (CPA’s, estate planning attorney’s and risk management professionals).  I believe some current trends moving away from this, such as robo advisors, will not be broadly embraced.

What did you want to be when you grew up?

As a teenager, I wanted to be an oceanographer, too many episodes of Jacque Cousteau growing up in the winters of Illinois. Then like most people, there was a period of adding to and eliminating possible options until I ended up where I am now.  I have come to believe in manifest destiny, which means I do what I was always meant to and I do what I was meant to do as a profession.

What has been your biggest success?

I have not done it yet.