What do you enjoy most about wealth management?
Helping our clients make great financial decisions that have a positive impact on their lives. Helping clients make clear choices when facing a complex issue.
What are the biggest challenges?
Prudently and empathetically planning for potential circumstances that are beyond our direct control. Helping clients feel comfortable and confident with passing wealth (business or money) to future generations and doing so in an effective way that encourages the children to be productive, motivated, and good stewards of the wealth.
What do you love most about being part of The Andrews Group?
I love working with individuals who aspire to be challenged, who aspire to be part of something that is different, that is better and most importantly who really strive to have a positive, meaningful impact in our clients’ lives.
What qualities of yours makes you best suited to do what you do?
My passion, vision, and unwavering commitment to building the ultimate client service organization.
My curiosity and caring to really discover what is important to our clients by asking challenging, reflective questions that provoke thoughts, decisions and creative solutions that others may not take the time to find.
How should people think about their wealth?
Wealth means something different to each person. No matter how each person defines it, wealth creates options which can have a productive or destructive influence on individuals, families and businesses. At a minimum, people’s wealth should provide them with peace of mind.
What do you love to do outside of work?
I like exploring, whether it be on a mountain bike or trekking into remote areas. Besides generally working to stay physically fit, karate is another activity I value.
What would you be doing if you weren’t working for The Andrews Group?
Being the founding partner, I truly can’t imagine being any place else.
What personal accomplishments are you most proud of?
My relationship with my daughters and close friends.
What professional accomplishment are you most proud of?
Creating a business that is bigger and better than just me.
What was the most influential book you’ve read and why?
The E-Myth by Michael Gerber because it helped me understand the difference between owning a business and having a job.