,CFP®
What do you value most in your client relationships?
I value positivity and productivity. A lot can be accomplished through uplifting others and positive interactions tend to be reciprocated, creating meaningful relationships. Helping others to achieve their goals is both rewarding and motivating.
What fuels you every day in your work?
I enjoy learning new things, helping others to succeed, and interacting with motivated individuals. Working as part of the team at Modera provides all of those opportunities, and that fuels my day-to-day work.
What do you enjoy most about working at Modera?
I enjoy the people I work with and the company culture. Work hard, play hard has always been one of my mottos and that fits well with the people and culture of Modera.
When you retire you’re going to…?
When I retire I am going to learn to sail and surf. I enjoy self-reliant adventures and exploring lesser known coastal regions from the deck of a sailboat sounds like an ideal adventure to me.
Where did you grow up? Where do you live now?
I grew up in Gainesville, FL (Go Gators!), went to college in Clemson, SC (Go Tigers!), lived in Asheville, NC (Go Bulldogs!) and now I live in Fort Collins, CO (Go Rams!). So I guess it’s safe to say that I am a fan of living in college towns.
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