What hobbies or interests do you have outside of work?

I enjoy playing golf, watching movies, eating good food, and spending time with friends and family. I’m also a die-hard sports fan, catching an average of 20-25 live games across various sports each year.

What is one piece of advice you would give to someone just starting out in your field?

Strive for excellence on every task and challenge. This world of investing is complex and constantly evolving, so it’s important to always be hungry for more. Embrace the opportunity to grow and continuously refine your skills.

What are some important skills or traits that you believe are essential for success in your role?

Efficiency and attention to detail are essential in this business. People are counting on you and, most importantly, trusting you to take care of them and their family. It’s important to always think about the bigger picture and execute every request in a timely manner.

What do you believe sets the BHPW team apart from others in the financial planning industry?

BHPW proactively anticipates clients’ needs, exceeds their expectations, and builds genuine trust and rapport. We prioritize going the extra mile for our clients, ensuring they feel valued and supported throughout their financial journey. The BHPW team doesn’t just manage finances; we become an integral part of our clients’ lives. And that is a big source of pride for all of us on the team.

What is a book or movie that has had a significant impact on you and why?

The book The Compound Effect by Darren Hardy is one of my favorites and has transformed my approach to life. It is all about the little things! Consistency and hard work are the keys to success. I am a true believer in the idea that tiny positive habits snowball into massive results.

If you could travel anywhere in the world, where would you go and why?

Almost an impossible decision but Scotland would have to be the first stop. I would love to experience the unique traditions, see the beautiful scenery, and play golf at the St Andrews Old Course!


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