There are many ways to run a business, but I believe in love-driven leadership. I was fortunate to learn this when I started working at my Bronx neighborhood dry cleaner at the age of nine, a lesson I combined with my natural business instincts to feed my appetite for success. After building a business of my own and selling it at its peak, I applied my entrepreneurial skills to the business of financial planning.
In less than eight years, I became a Partner and General Agent at the Guardian Denver Agency where I began my quest to help people achieve their biggest personal and professional goals. In 2016, I returned home to New York to join Strategies for Wealth, which I deemed the best of the financial services industry. I quickly realized that the secret behind Strategies for Wealth’s success was exactly what I learned as a young boy—love and kindness matter.
I am thrilled to be able to focus my time on developing a dynamic training and development curriculum that provides our financial advisors with the necessary support to become their best selves and the confidence to change their client’s lives for the better. I also oversee our business operations and planning to ensure that our internal resources align with the needs of our advisors and our clients. I derive great satisfaction from helping business owners develop strategies to grow, maintain and exit their business on their terms.
I start every morning with a three-mile walk at Rye Beach with my dog Bailey. It is in these early moments that I reset for the day ahead. Each new day comes with unlimited possibilities to create value for others and inspire action in others. This is what love-driven leadership is all about.
If you’re interested in learning more about our culture of putting people first and how we are different from other financial planning firms, please get in touch.