Since entering the financial services industry over 27 years ago, my career has spanned Wealth Management, Investments, Financial Planning, Philanthropy, Private Banking, and Family Office Services – culminating in multiple client-facing roles and executive leadership positions within both independent wealth channels and a global, publicly traded private bank.Professionally, any success in my career has been a shared experience involving the contributions of many. My role at each stage has been to serve and advise highly successful families in managing their wealth by providing a holistic experience encompassing best-in-class financial planning, investment advisory, and estate planning solutions. Continuously learning from each experience, I have served as both a mentor and mentee, building relationships essential to delivering exceptional results for clients. Personally, I have been married to Elizabeth for 29 years and have three children, a fantastic daughter-in-law, and two of the world's greatest grandsons. I am an avid outdoorsman, enthusiastic traveler, average musician, and a lifelong learner.