Everything you need to know about me you would have learned in kindergarten… I like to color outside the lines. I was born in Germany, as my dad was stationed there as an officer in the Army. I grew up in a great and loving family that instilled discipline, hard work, commitment, insatiable curiosity, laughter, and a lot of love.

I came to the Wealth Management industry after I completed a rigorous training program inside of a bank’s management trainee program. At the time, I wanted to wear nice suits every day to work, have a flexible work schedule, and build a relationship with clients that would span multiple generations. I always tell people I grew up in the business because I started at such a young age. The ability to serve our clients and their families while building a lifetime bond has been one of the greatest surprises and life-fulfilling elements that financial advising has provided.

Over the years, I have had many titles, from Vice President to President’s club member. Prior to starting Forefront, I was the President of a billion-dollar bank’s wealth management group. In 2016, we launched Forefront Wealth Partners with a passion to provide exceptional and personalized advice to our family members (most folks refer to them as “Clients”). It was paramount to build an environment where every team member was a good human being first and foremost and they just so happen to also be brilliant and passionate professionals.

My number one life goal is to leave the world better off than the way I found it. I propose to do this through our work at Forefront, but also in every interaction I have whether it be an email, or phone call, a prospective client meeting, a meaningful life conversation with a team member, a handwritten thank you note, or any interaction I am a part of.

Learn More About Me

If you had an extra hour to yourself in the morning, how would you spend it?
I would use my extra hour to enjoy a great cup of coffee, read a great book, maybe go for a short walk, and spend some time thinking about all the things I’m grateful for in my life.

What’s the most likely place people could find you on a Saturday night?
Family game night…you can find me and my wife and our children gathered around the dinner table playing uno or connect four, laughing and deeply competing.

Which would you pick: Living on the beach or living near the mountains?
Do I have to choose…? I think I’d figure out how to have both a beach house and a place in the mountains.

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I would wish for great health for me and my family, I would wish for happiness, and I would wish for wealth to be able to provide for my family and also to help those less fortunate.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Find mentors sooner and maintain an ongoing relationship with them. People would have the skills, jobs, and attributes of life you would like to have our emulate are invaluable. Having mentors who genuinely care about you and who can help you navigate through life’s challenges is life-changing.

What are your top 5 book recommendations you think everyone should read?

1. The 7 Habits of Highly Effective People by Stephen Covey
2. The Alchemist by Paulo Cohelo
3. The 5 Love Languages by Doctor Gary Chapman
4. The Seasons of Life by Jim Rohn
5. Any and every book by Author Patrick Lencioni