What gets you excited about your work?
I love identifying and taking all of the challenging puzzle pieces of a financial situation to create a vision for the client. What I’ve seen time and time again is that building a solid strategy for a client – one that takes all the potential challenges into account and aligns with their goals – can significantly improve their financial well-being. What I want to hear is that clients stop worrying about their finances and can sleep better at night.
What’s your favorite book you ever read?
I loved “24 Days,” which chronicles the 24 days leading up to the Enron collapse. It was fascinating.