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Education

Florida Atlantic University

B.S., Microbiology

1986

Podcasts

Career Path

Interview Highlights

Best Career Advice

I would encourage all the listeners to not just personally commit to your goals, but then share them with people around you, your probability of success in reaching that goal goes up exponentially.”

Career Challenge

I had enormous failure during the last financial crisis, the Great Recession. The industry was advising high net worth individuals to place their cash into a variable rate demand obligation that would pay more money than a money market account. And so that’s what I did. And all my peers did. And when the financial crisis hit those instruments that were supposed to be completely safe and liquid froze up. And my clients that had trusted me putting their cash in these instruments — I had to look at them in the eye and say, we can’t get your cash out right now. That was immense failure.”

Skills

Wealth Management, Exit Planning, TrueFiduciary, Strategic Financial Planning, Asset Management, Private Banking, Estate Planning, Financial Planning, Investment Management, Risk Management, Business Development, Fiduciary, Tax Solutions, Family Coach

Professional Interests

Daniel Burrus, Tom Gardner, Mike Cohn, Harvard Business Review, CNBC, Forbes, HEC Lausanne – The Faculty of Business and Economics of the University of Lausanne

Related Professionals

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