As a veteran financial advisor, I work closely with clients to help them plan and solve for a variety of financial goals on a deeply personalized level. I engage with clients both proactively and as requested, ensuring their needs are met with care and precision. In addition to client interactions, I manage the day-to-day operations of the Perennial Wealth Management firm, ensuring that we remain at the forefront of ideas, services, and solutions we offer. I also serve as a liaison to our community, as we are deeply rooted in this region and are committed to helping it thrive.
My journey in financial services began with my father, Mark, who has been in the industry since 1982. Growing up, I was fascinated by his career, and my interest only deepened over time. I remember being curious about the price of Nike stock during Michael Jordan's early career—if only I had invested back then! As I gained more knowledge about the industry, I realized it was less about picking the perfect stock and more about helping people navigate a complex and often overwhelming field. I take pride in guiding clients through the process of building wealth, and helping them make sense of it all.
Building, maintaining, and growing trust with our clients is what drives me daily. I believe trust is the most important foundational element of this business. I never take our clients' trust for granted and strive to earn and deserve their respect every day. I love that our business is dynamic; each day brings new challenges and opportunities. While navigating markets can be difficult, I find value in having a plan fortified by conviction and devoid of emotion. Cutting through the noise to see the big picture requires experience and the ability to stay on course, which I believe truly provides value.
Leadership has always been important to me, whether in school, sports, or as an adult through coaching and mentoring. This profession allows me to coach people I care about through the ups and downs of investing and wealth building.
Family is central to our business. Working alongside my dad, Mark, who has over four decades of experience, has been a privilege. The goodwill our family has built in the community is something I deeply value. We have a history of leadership, volunteerism, and community support across multiple generations. Our family, both direct and extended, is a major part of our brand at Perennial Wealth Management and what we stand for, attracting people to work with us.
My wife, Judy, is an incredible influence on me. She is the most caring and selfless person I know, and we work together to balance our busy professional and personal lives while raising our three boys. Our greatest accomplishment thus far is raising our children in this community we cherish so much.