I take great satisfaction in helping people and making sure they feel cared for and looked after. What I enjoy most about my work is building personal relationships with clients and getting to know them on a deeper level. Understanding their values and what's important to them is critical in providing the best service possible.
As a Wealth Manager with Olistico Wealth, I'm responsible for portfolio management and analysis, identifying growth opportunities, overseeing operations, and ensuring clients receive the highest level of service. Prior to joining Olistico, I worked as a Client Service Associate at UBS.
My life mission is to be the best version of myself possible, both personally and professionally. I want to be remembered as someone who always did the right thing and took care of the people who were important to me.
I grew up in Johnston, Iowa, where I spent many hours helping my dad on the farm. I gained a strong work ethic through long hours of manual labor, including throwing hay and feeding cattle. My wife Megan and I have been married since 2015, and we recently welcomed our daughter Carly into the world in November 2022. My family is my biggest motivation to continually strive for improvement in every aspect of my life.
Licenses and Qualifications: Bachelors in Business Administration, Series 7, Series 66