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My job description? I talk to people about their money! What do clients seem to value in an advisor? -Honesty -Competence -Integrity -Responsiveness My professional career started in banking (the guy opening checking accounts), led to lending and I’m in my 24th year as a financial advisor. Anyone starting in this role in the year 2000 was forced to deal with multiple market corrections and recoveries, which in hindsight was a great learning experience. I’m married to my wife Nancy of 22 years. We have a daughter Meredith who is at Fordham University studying finance. When not helping clients manage their finances for college and retirement at my day job, I’m an avid runner (4x Boston Marathon finisher, no small feat for someone with the nickname “The Big Show”).
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