I've been working with technology, software, and hardware since the DOS days. I enjoy figuring out how technology can be useful and sharing that knowledge with my colleagues.       

Memorable client moment

I enjoy talking with clients about their lives. Recently a client remembered something I had shared with them about my family. It is nice to know the interest is mutual. We are here to assist our clients with their financial needs but getting to know who they are is really special. 

To me, true wealth means

Being present so you are truly able to smell the roses.