People

Did you always know you wanted to work in wealth management?

I can’t say I’ve always known.  But in the 6th grade, we were asked to write a report on any subject that interested us.  I chose to write about the stock market.  That said, I can’t think of anything else I’d rather do.  I really do believe this is my calling.

What makes you smile?

Spending time with my son.  Having my morning coffee in the backyard with my wife.  Sunday dinners with my family.  Get-togethers with friends.  Spending time with the YHC team and our wonderful clients.

Your ideal weekend?

Gym, golf, tennis, work, wife, family and friends.

 Who inspires you to be better?

I’m so blessed to be surrounded by people that continually inspire me to be better.  My dad inspires me to work harder.  My mom has always given me the strength to make the tough decisions.  My wife inspires me to be a better husband.  My son inspires me to be the man I hope him to be.

What are you most proud of?

My relationships.  I can’t take any credit for them. But I’m proud of the high-quality people in my life.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families, and organizations. 

If you didn’t have to sleep, what would you do with the time?

With all of the extra time, it would be amazing to travel the world with my family. I would love to travel the world to try all of the different foods. There are so many places on my bucket list! Japan being #1.

What makes you smile?

Smiling is contagious and I feel like you can make someone’s day by just smiling at them. My boys, my husband, and helping someone in need always puts a smile on my face.

Your ideal weekend?

Unwinding from the week and maybe doing a short spontaneous trip. Overall spending quality time with my boys is an ideal weekend for me.

What are you most proud of?

I am a proud mother blessed with three children who I hope someday will grow up to be fine young men. I am a proud wife who is very lucky to be married to my high school sweetheart. My husband and children make me the person I am today.

What risks are worth taking?

Anything that makes me or others happy. But what does that mean? Happiness is such a relative word, yet so meaningful to everyone. Happiness to me is being active and having new experiences. There is something scary, exciting and rewarding about different adventures.

As a child, what did you want to do when you grew up?

Be a professional ice skater! Until one day I fell while ice skating and my two front teeth went into my bottom lip… That dream ended quickly.

What makes you smile?

The answer to this question is endless…Root beer, people I love, fruit, juice, tennis, dancing, animals, chocolate, burgers, etc. Life should be simple.

How do you relax after a hard day of work?

Watch funny animal YouTube videos while drinking root beer.

If you could have a superpower, what would it be? Why?

This is a tough one. There are so many possibilities!  Super human strength, time travel, telepathic powers, atmokinesis… If I really had to choose one, it would be the power to heal. Having the power to rapidly heal a physical injury or disease is a superpower I could really use that is beyond myself. Of course, I would love to fly too but after thinking about it, I think healing powers would be a lot more powerful & impactful.

What makes you smile?

Seeing someone smile makes me smile! Smiling is a universal language that connects people together. Energy is infectious so when I see others with a grin, I can’t help but smile with them!

Who inspires you to be better?

My inspiration is my little sister. Although she is many years younger than me, her joyful spirit impacts me incredibly. I feel so lucky, proud, and blessed to be her older sister and want to be the best person I can be for her and everyone else around me.

How do you relax after a hard day of work?

SLEEP! Just kidding… I enjoy unwinding with loved ones or going to vinyasa flow yoga after work.

What job would you be terrible at?

Homemaker.  I tried that for about 6 months when I got married.  I almost went out of my mind.  I highly respect the people who can be a homemaker for an extended period.

What makes you smile?

Babies (human and animal babies)  They are just cute and cuddly.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.