WHAT DO YOU LOVE MOST ABOUT YOUR WORK?
I enjoy working with the clients that I’ve had the chance to interact with in my young career at R&R Wealth Management. The many great personalities make my ‘workday’ seamless. I am looking forward to seeing more friendly faces once we are able to have clients in the office.
WHAT MOTIVATED YOU TO BECOME A FINANCIAL PROFESSIONAL?
I took a personal finance course as a freshman in college that really emphasized the importance of investing money at a young age. I became more attentive to my finances and realized there were smarter ways to save than only putting money into a Savings account. After the class was over, I decided to pursue a degree in finance to help others become engaged with their finances.
WHAT HAS BEEN YOUR BIGGEST SUCCESS IN THE PAST YEAR?
My wife and I bought our first house after moving from Cincinnati to Milwaukee.
HOW DO YOU HELP YOUR CUSTOMERS OVERCOME THEIR CHALLENGES?
I listen to understand the challenge that is presented. I have learned there normally isn’t one single solution to any one challenge so by listening, a best solution can be determined.
WHAT DID YOU WAKE UP EXCITED ABOUT TODAY?
I’m excited about the people that are in my life each day. I enjoy the people in my personal life and work life.
WHAT ARE YOU MOST LOOKING FORWARD TO WITH YOUR WORK IN THE YEAR TO COME?
Having the ability to meet a lot of our clients face to face is exciting for me. It adds value to my day to have the chance to get to know people I get to work with.
EDUCATION AND LICENSES
- FINRA Series 7, 9, 10 and 63
- Morehead State University – Masters in Business Administration
- University of Kentucky - Bachelors of Science in Finance