What do you enjoy most about wealth management?
I enjoy working with families and individuals and seeing them reach their goals. Our business is very rewarding when our investment plans allow people to provide for their children’s college, give to charity, start a new business or retire comfortably.
What do you love most about being part of Hart Financial Group?
I love the interaction with other team members who are some of the brightest, most caring advisors in our industry. We challenge each other constantly as we strive to create the most ideal financial outcomes for our clients.
What qualities of yours makes you well suited for your career?
I believe a combination of two qualities allows me to be successful. First, I genuinely enjoy the interaction with our clients. We get to know them on a very personal basis as we learn about their goals and family values. We also have the privilege to hear about a wide variety of businesses and careers. I’ve built relationships that have lasted for decades. Second, my passion for mathematical and financial analysis is a critical skill as we create financial plans that help our clients reach their unique goals.
What hobbies or interests do you have outside of work?
I most enjoy spending time with my family boating or on vacation at the beach or mountains. I also enjoy coaching my children’s sports teams. In addition, annual mission trips to Nicaragua with my church over the last decade have been a very meaningful experience and allowed me to share my love of Jesus Christ with others.
If you had to choose another career what would you do?
Major League Pitcher
What’s one experience you wish you could do all over again?
As tiring as it was at times, I would love to live through the toddler years with my 3 children again.
If you could live anywhere besides Austin, where would you live and why?
A tropical island in the Caribbean – no explanation needed!