Knowledge base and client site access.
How We Do It
My college education started with psychology, took a detour in philosophy and landed at a BS in business administration with a focus on finance from the University of Richmond. Since then, I've worked in just about every side of this business; as an executive, business owner, and advisor. Now I spend my time learning about my profession, what makes my clients tick, and how we can better understand what really matters in our lives. If I'm not working or reading up on the latest in the wealth management profession, I'm spending time with my wife, dogs, family and friends sharing my love for music, food and people.