What do you enjoy most about wealth management?
I’m very grateful for the opportunity to have a positive impact on others, working to ensure they have the flexibility and freedom of choice to live the life they truly desire.
What’s the biggest challenge?
E.O. Wilson famously said, “We are drowning in information, while starving for wisdom.” This is very relevant in the world of personal finance and investing. Striking a healthy balance between the human side of money and the rational, quantitative elements of financial planning is challenging but important.
What do you love most about being part of The Andrews Group?
The team is values-driven and process-oriented – two things that are crucial to any team doing its best work for clients. We’re a team of lifelong learners, and we’re intentional and thoughtful about how we can always be evolving to provide the most valuable advisory services possible.
What quality of yours makes you best suited to do what you do?
I’m naturally curious and inquisitive, in a good way, I like to think! I believe general curiosity is an underrated skill and something that can make a huge difference both professionally and personally in day-to-day life.
How should people think about their wealth?
True wealth comes in many forms, whether financial, social, physical, mental, or even freedom of time. Personally, I view money as a tool to provide individuals and their families with the options necessary to underwrite a meaningful life. The pursuit of wealth is really a pursuit of well-being; however you choose to define it.
What do you love to do outside of work?
I’m a big sports guy – I enjoy playing and watching various sports, mostly soccer, basketball, tennis, and golf. I also like to run, bicycle, and spend time in nature.
What would you be doing if you weren’t working for The Andrews Group?
Working in professional sport.
What personal accomplishments are you most proud of?
I’m most proud of the strong friendships I’ve grown throughout my life and the effort put in to maintain these relationships over time. Staying close to many friends from elementary school and high school has been a real blessing in my life.
What professional accomplishment are you most proud of?
I’m proud of how I’ve developed a mindset of growth and continuous learning, and proud of myself for finding a career that I’m truly passionate about.
What was the most influential book you’ve read and why?
The Geometry of Wealth by Brian Portnoy is fantastic. It elaborates on the distinction between being rich and being wealthy – a concept that in my opinion, is fundamental to living a life well-lived.