I have always been a good listener and believe that it is the single most important factor in building long-term client relationships. Everyone has a story to tell, and it is during these stories that you find out more about a person. Conversations about money and investing tend to include various emotions, and these need to be openly discussed before any advice is rendered.
Many in this business tend to talk at you and tell you what they can do for you. Moreover, the professional might be talking about investing concepts and using industry jargon that is foreign to the average person. The feeling one gets is that the advisor is talking over their head and all the while assuming that his/her superior knowledge will win the client’s allegiance. I have always thought this method was the exact wrong approach. It is far too abrupt and assumptive. My method has always been “If I can learn more about you, only then will I know how to help you.”
2021 marked the start of my 27th year in this business, and I have always felt it to be one of the most rewarding endeavors. Assisting families with one of their most precious assets carries a large responsibility of which I am acutely aware. I’ve worked for a handful of firms in various capacities the last of which was Fisher Investments.
I am a graduate of the University of Southern California and hold a B.S. with an emphasis in Finance & Accounting. I’m a proud husband to my wife of 15 years and father to our 13-year-old son. When time permits, I enjoy the outdoors. Running, hiking, fishing, tennis, and golf; a little bit of everything makes a person more complete.
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