Chief Development Officer
I am a big believer in self-awareness—knowing what you want and how to get there regardless of what may get in your way. I consider myself a success coach, helping people gain clarity on their goals and encouraging a positive mindset to help them achieve the highest possible levels of success.
I have spent the last three decades at premiere financial planning firm, Strategies for Wealth, where I’ve applied my coaching and development skills to help build an exceptional team of self-aware financial advisors. As Chief Development Officer, I’m responsible for recruiting, training and developing associates who have been with the firm for three years or less and I’m wholly committed to helping them reach their goals. I’m proud of the comprehensive onboarding process and training program that I helped build, which provides our developing advisors with the knowledge, structure and mentality to achieve success and deliver measurable value for our clients.
One of my unique strengths is creating a safe, non-judgmental environment for people to speak openly and honestly about their hopes and fears. It is through these truthful conversations that authentic and enduring relationships are born.
In my free time, I’m passionate about giving back to my community. Whether I’m teaching job interview skills to young children of color or coaching middle school basketball, I try to broaden the view of what’s possible. I enjoy spending time with my wife Yvette and our children, Alex and Jessica. You may also find me playing favorite records from my extensive vinyl collection or adding to my prized collection of Air Jordans.
I realize that everyone has a personal definition of success, but not everyone has a success coach dedicated to helping you get there. If you are looking to take your self-awareness and development to the next level, please let me know.