I contribute to the investment and financial planning literature in our profession and stay up to date with the “business of wealth management” to better serve our clients.
What is your favorite part about working with McLean?
The people, both our team and our clients. It is an honor to contribute in a manner that is engaging and impactful to our families.
What are three words you’d use to describe McLean?
The dream factory. (Your) goals guide investments.
What’s a fun fact about you that many people may not know?
I’m a film major.
What do you like to do when you aren’t working?
My three kids are still in the house, and I just enjoy spending time with my family.
Are you a coffee or tea person?
Cuban coffee.
How many different states have you lived in?
Florida (Raised)
Massachusetts (College)
Virginia (Live)
What’s your favorite book or movie?
Movie (see question 4)
Roshomon (50s); Blowup (60s); Godfather 2 (70s); Blue Velvet (80s); Goodfellas (90s); Lost in Translation (00)…
Early bird or night owl?
Night owl trying to transition.
What food have you tried that was the furthest out of your comfort zone?
