How do I help clients live better?
Founded on the principle of always striving to become our client’s most trusted advisor, our goal is to serve as a steadfast anchor and guiding beacon for our clients—reliably present, dependable, and committed to their success. Being there to celebrate every milestone—retirements, new homes, growing families—but equally, to provide support and steady guidance during times of uncertainty, loss, or challenge. Being a consistent presence through all of life’s chapters. Guiding individuals and families through the complexities of financial planning—often over the span of decades—has been both a privilege and a deeply rewarding experience. Collaborating to develop strategies, adapt to life’s changes, and ultimately witness the realization of their financial goals has never lost its significance. Striving to become a trusted advisor that our clients can count on in that journey is an honor I continue to value every day.
Outside of work…
One of my greatest joys is having my daughters work alongside me, making Empathic Wealth Partners a true family endeavor. In my spare time, I continue to prioritize what matters most—my family. Whether we’re traveling together or simply gathering on the weekend, those moments are the most cherished to me. We’re also blessed to have a wide circle of friends and truly enjoy spending time together laughing and continuing to make memories, especially over a good meal. I find great fulfillment in serving my community and enjoy teeing it up over the weekend with friends to unwind and connect.
Favorite quote:
“Be true to yourself, help others, make each day your masterpiece, make friendship a fine art, drink deeply from good books—especially the Bible, build a shelter against a rainy day, give thanks for your blessings and pray for guidance every day.” - John Wooden