What are your job duties?
My main job duties are trading, billing, and compliance.
Would you be willing to briefly outline your career prior to arriving at Modern Wealth Management?
I worked at American Century prior to working at Modern Wealth.
What is your favorite thing about working at Modern Wealth?
The people and the culture.
What appealed to you about working at Modern Wealth?
What’s the most important thing in your life?
What’s your favorite thing to do with your family?
Having meals and spending time with them.
What are some of your favorite hobbies?
Golf, sports, and spending time with friends and family.
What is a fun fact about yourself that people might be surprised to learn about you? If you can’t think of a fun fact, tell me your favorite movie or restaurant.
One of my favorite movies is Uncle Buck.
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