For most people, solving word problems isn’t something to look forward to, but it’s what makes me tick. While I earned my bachelor’s degree in economics at American University, I learned a lot of theories about how economics, markets, and finances work the way they do. When I started working at Madison Planning Group in 2005, I got a fast lesson in real-world challenges.
I came to Madison straight out of college, so it was eye-opening. I started in a client service role, and after just three months, the perfect opportunity opened up in planning. Once I started working with Gary, I learned that helping a client get from Point A to Point B was about more than just theory. Our recommendations are based on each client’s personal preferences, as well as their changing circumstances, so the path isn’t always a straight line. It’s a creative process, and that’s what I love about my job.
As a problem solver to the core, I like that things are always changing in financial services – new rules, new regulations, new products, and new solutions are constantly being presented. To make sure that I stay on top of it all, I earned my Certified Financial Planner (CFP) designation in 2014, and I also recently became a Chartered Financial Analyst (CFA) charter holder as of September 2018. In college, finance was very black and white. In the real world, there are many different routes, tools, and processes to get the same outcome. It is truly like one never-ending word problem, and the more knowledge that I have, the more effective I can be at helping our clients reach their goals.
In addition to the work I do for clients, I love the atmosphere at Madison Planning Group. It’s great to work in an environment where we’re all like family. We’re relaxed, and we have a lot of fun, but we’re serious and professional at the same time. Just like an equation, it’s the perfect balance.
I currently live in Cortlandt Manor, New York with my beautiful wife, Frances, and my three children. When I am not helping clients or working towards my master’s degree in accounting, I enjoy spending quality time with my family and traveling with them as well.