I was only four years old when my father and uncle were killed in a plane crash. Unfortunately, I was never able to really know my father other than the stories told, and the legacy he left behind. This was a difficult situation to grow up in as a child, and I would be lying if I said it was not. As I reflect back on the impact of his death on my family, it was only later in life I was able to truly understand the impact such a tragedy like this can have on a family both financially and emotionally.

Earlier in my career, I spent a great deal of time in corporate America cycling through various management and leadership roles only to discover that something always seemed to be missing, nobility and purpose. My father made sure his family was taken care of in the event something like this were to occur, and for that I will be forever thankful to my father, and understanding this helped me to reflect on what a noble and purpose driven career could look like. To me, nothing could be more noble and purpose driven then to be able to help other families through difficult financial times, retire with dignity, protect their assets, help their children go to college, and yes of course - to leave a legacy. It was under this foundation I chose to pursue a career in Wealth Management.