I have been a mainstay in the financial services industry for over 25 years. With the advance of digital capabilities, my focus has narrowed to financial technology over the last decade. I serve the AdvisorEngine team as Product Manager – working closely with all of our teams to enhance existing products while developing new ideas.
What brought me here
I began my career as a Financial Advisor right out of college, as an Advisor with IDS and then later, Vanguard. I advised clients in all aspects of wealth management, tailoring solid financial plans to meet specific needs. I specialized in assessing risk-tolerance levels, retirement plans and applying modern portfolio theory to recommend diverse portfolios. Along the way, I learned I had an invested interest in expanding digital technologies in the financial space.
I transitioned into the financial technology sector and have served as Product Manager or Vice President of Development for several companies. A friend of mine, David Coyle, suggested I explore opportunities with AdvisorEngine – so I did and the rest is history. I am excited to advance AE’s open-architecture approach to technology solutions.
How I balance life
I have two young boys and we balance life with time spent as a family. Together we enjoy building Legos, going to the pool or a local waterpark. I am also proud to coach them in baseball. Whenever possible, we enjoy traveling – especially taking trips to Disney.
My favorite quote
From a professional standpoint, I like the quote - “perfection is not attainable, but if we chase perfection we can catch excellence.” – Vince Lombardi.
From a personal perspective, I try to live by - “be who you are and say how you feel, because those who mind don't matter, and those who matter don't mind.” – Dr. Seuss
What I want to know most in life
I would want a glimpse into the future – in order to ensure that my children are leading happy and healthy lives.
Who inspires a sense of adventure in me
There are many people who have inspired me professionally – like Albert Einstein and Frank Lloyd Wright. But I would say Rick Steves, PBS’s European travel guide, has inspired many of my life’s great adventures. I have been motivated to venture out and travel the world because of Rick Steves’ books and travel videos.