What are 3 words people use to describe you?
Loyal, Integrity, Dependable
What are you most grateful for?
My family, friends and a career I love.
What gets you excited about life?
Taking on projects I know nothing about that others think can’t be done or are afraid to try. Everyone has a vision for their wealth and I enjoy building a roadmap that gives them the best chance at success.
What is the best advice you have ever been given?
There’s a difference between intelligence and common sense, use both.
How do you define success?
Exceeding your expectations through understanding and putting a plan in place that addresses needs. I believe true success is disciplined and process driven. A good plan is one that you don’t have to adjust your lifestyle.
What is your proudest achievement?
Finding a career that I am as passionate about as my first career choice, golf.
What life lesson did you learn the hard way?
Being prepared. Not letting your guard down when things seem easy.