How do I help our clients live better lives?
All of our clients have unique circumstances with different goals, concerns, priorities and dreams. Aligning investments with those goals is incredibly important, but it is also imperative to be checking the blind spots. I take pride in working with my clients to uncover areas that can be improved while fine tuning a client's financial wellness, beyond stocks and bonds.
How do I spend my time away from HWM?
When not in the office, I spend my time in an endless battle with the clovers in my back yard. The clovers are on a 4 year win streak and seem to be teaming up with a colony of moles to completely ruin my lawn. I usually get the grass/weeds under control by October. And then it snows. I also enjoy traveling (to warmer climates!), good whiskey and spending time outdoors. My wife, Alexa, and I try and spend as much time as we can with our family, especially our 5 young nephews.
The Accredited Wealth Management Advisor (AWMA) designation is issued by the College for Financial Planning. Individuals who hold the AWMA designation have completed training on behavioral finance, working with small business owners, and succession/exit planning. Additionally, individuals must pass an examination and adhere to a Code of Ethics and Conduct Standards. Designees renew their designation every two years by completing sixteen hours of continuing education.