Why do I love my job?
Meeting amazing families and seeing the “lightbulbs” go off as they learn, and being able to play a part in that journey with them.
When I’m not at work, you can find me….
On the tennis court! Or out for a walk with my lovely wife, Maggie.
How does what I do impact others?
Most people I work with are already doing a lot of things right. I act as a trusted advisor to help them cut through the financial noise, do it more efficiently, and make sure their money is working as hard as they are.
2 favourite things about your life journey so far?
Living in New Zealand for a year (and getting hit by a car + breaking my elbow while there!) Being an uncle to 4 high-energy nephews and now preparing to become a dad later this year!
What type of clients do you enjoy working with?
I love working with people who are eager to learn, thinking long term, asking good questions, and want to understand the ‘why’ behind what they’re doing financially.
