I’m fascinated by what people do for a living and hearing the details of their career journey. These stories provide insights into how they make decisions, address challenges and bring meaning to their lives. My own finance career provided a range of experiences from stockbroker to Chief Compliance Officer to CEO of my own brokerage firm. It’s provided in-depth knowledge of the securities industry, business operations, growth strategies and risk management while keeping me open to new learning and experiences.
Most recently, my journey led me to Strategies for Wealth, a dynamic financial planning firm, where I am a Managing Director leading recruitment and development. This role provides me with the opportunity to do what I truly love— engage with new people, listen to their stories and help them achieve their goals. I rely on my positive mindset and flexibility to form authentic connections and help my team of advisors take their practice to the next level. My first-hand experience building a successful business has been instrumental in identifying new talent and providing advice and creative solutions to real-world problems.
I am incredibly lucky to be part of a leadership team that measures its success through the success of its people. Building our people’s confidence and providing the tools and mindset to improve their lives is at the core of who we are and what we do.
I have translated this philosophy to my personal life. I am proud to contribute to my local community as Co-Chair of the Business Advisory Council at Blythedale Children’s Hospital and coach of my daughter’s softball team. My wife Diane and I are committed to providing the best life possible for our two children, Angelina and Christopher. As a family, we enjoy travelling, snowboarding and cheering on the Jets.
If you’d like to share your career journey with me, I’m ready to listen. I’d be happy to tell you more about our people-first, personal growth mindset.