I am a managing principal of BSW Wealth Partners and Strategic Advisor for the firm’s clients. In these roles, my priorities are simple:
- The long-term success of BSW clients.
- The long-term success of BSW Wealth Partners.
On the former, I’ve been told that my ability to see the bigger picture sets me apart from many advisors. Although I have a background that includes investment management and former member of BSW’s Investment Policy Committee, these important roles are not where I add the most value.
Financial security. Investment evaluation and coordination. Transition planning and coordination. Tax strategy. Wealth transfer. Coordination of strategies with other professionals. These issues bring a broader scope, the opportunity to influence results, and stand to benefit the most from strategic planning. I love this stuff. And I love our clients. We are in a “people” business and the people we represent are unique, fun, interesting, and real. It is truly a pleasure to help them.
On the latter, the ability for BSW to remain independent and thrive over the long term will allow for a long standing, potentially multi-generational relationship with our clients. To do this, we will need to slowly transition ownership of the firm and grow at a pace that supports this process. The alternative is to sell the firm at some point to a third party, and we don’t believe that is in the best interest of BSW clients or our staff. I spend a lot of time thinking about this process and ways to achieve these goals.
Prior to joining BSW in 1997, I worked on the equity trading desk at Schwab Institutional. I am a CERTIFIED FINANCIAL PLANNER™ professional and earned a BA in Economics from the University of Richmond.
Outside of the office, things I love:
- Powder skiing or cooking with my wife Lucy.
- Surfing, swimming, or skiing with my daughters Carson and Jesse.
- Or just being with any or all of these three amazing gals.
Aside from my family, I love big country and open spaces. The smell of a field on a summer evening. And last but certainly not least, chasing most anything that swims with fur, feathers, and a fly rod.
Education, Accreditation, Leadership and Service:
- BA, University of Richmond
- CERTIFIED FINANCIAL PLANNER™ certification