Home: Los Angeles, CA. Profession: Wealth Management. Organization: Consilium Wealth Partners of Raymond James. Alma mater: Columbia University; University of Florida (Warrington College of Business); UCLA.
Current project: Figuring out how to balance my teenagers’ sports schedules. Hobbies: Hiking with my dog, reading (historical fiction/non-fiction and financial books), going out to eat with my daughter, working out to keep up with my sons. Last book read: Same as Ever: A Guide to What Never Changes, by Morgan Housel. So good! Recently viewed and recommended: Better Call Saul, The White Lotus.
Personality profile: Patient, rational, thoughtful, decisive. What one word would your closest friend use to describe you? Reliable. Moral compass: The Golden Rule. The rest is commentary. What is your greatest joy? My wife, whom I met when I was 19. What is your greatest fear? Fear itself. What occupation, other than your own, do you most admire? Business owners and military personnel. How do you relieve stress? Going on long walks with my dog while listening to a good podcast. What ingredient is essential to your perfect vacation? Family, friends, great food and a room away from the elevator.
What’s recently made you laugh? 17 year olds dial a rotary phone (YouTube). What’s recently inspired you? A video clip of a dad reminding other parents that, at home, we are living in “the lab” where kids are just figuring out how to be humans, how to behave and how to be themselves.
What was your first paying job? At Baskin-Robbins. My right forearm got huge from scooping so much ice cream. What book have you repeatedly read? The Most Important Thing Illuminated, by Howard Marks. Also, The 38 Letters from J.D. Rockefeller to His Son, by G. Ng. Besides your parents, who has had the greatest influence on your life? My wife. What’s the best advice you received growing up? Be curious and try your best to think ahead. What’s the best advice you received in your career? Work hard, keep moving and be honest. What personal circumstance has had the greatest influence on your life? Growing up as a student-athlete, which taught me how to manage my time effectively, how to be mindful of other people, how to compete, and perhaps most importantly, how to bounce back from disappointment.
What change would you like to see in the world?
Greater kindness and respect by people of different persuasions toward one another.
What mega-trend most excites you? The growth of AI. What mega-trend most concerns you? The growth of AI.
What title would you choose for the movie about your life? Perseverance. Who would you like to spend an evening with, in heaven? My grandfather, who fought in WWII. He passed away when I was young. After your loved ones, what object would you first save from your burning home? My important documents file.
Personal mission: Helping people invest their money and make good financial decisions that improve their lives. Favorite quote: “Everything worth pursuing comes with a little pain. The trick is not minding that it hurts" (Morgan Housel).
