Professional Biography
Do what you can, with what you have, where you are
How do you describe what you do?
I help families and advisors turn wealth into a legacy that lasts for generations.
What's next for you professionally?
Do what you can, with what you have, where you are
What's the best piece of advice you've ever been given?
Don’t take life too seriously. You’ll never get out alive.
What's an experience with a client that's stuck with you?
Day 1 in my first professional job my director says "Without our client, we don’t have a business"
What's next for you personally?
Show up every day as the best dad I can be—mistakes and all
What qualifications and memberships do you have?
- Chartered FCSI (Chartered Institute for Securities & Investment)
- Chartered Wealth Manager
- MSc International Business and Operations
- BA Finance