As the leader of the consulting and training team, I work directly with clients to help them to navigate AdvisorEngine’s platforms. I also execute and evaluate our employee educational programs to ensure everyone is up to speed with our technology. I am the “why guy” when it comes to determining how advisors use our platform.
What brought me here
My path here was a little different as I began as a middle school teacher. I taught music - specifically band – for 15 years. While I loved working with children and teaching music, navigating the school system was a different story. I decided to go back to school to pursue a computer networking degree. After graduation, I attended a job fair and met the leadership from Junxure and decided to join their great team. The rest is history.
How I balance life
Outside of work, I can by found spending time with family and friends. Together we try to get outside as much as possible.
My favorite quote
“Don't sweat the petty things and don't pet the sweaty things.” – George Carlin
What I want to know most in life
When does it stop being partly cloudy and become partly sunny?
Who inspires a sense of adventure in me
My daughter Madison, who is 15 years old, inspires a sense of adventure in me. She is curious about everything – and adventurous, very adventurous. Madison lives by the words “it’s all about the experience” and makes sure I do the same. You name it, she makes me go out and try it!