Combining a lifelong interest in the financial markets while helping people is very rewarding. I enjoy the relationships formed.
Working with clients through tough market cycles is challenging. Maintaining commitment to the investment process or strategy is the "right" course to take but sometimes difficult to stomach.
Working for an independent firm, with no direct conflicts of interest, is liberating. I enjoy working with a team of people that truly care about our clients and each other.
I like connecting with people and relationship building. I’m patient and an active listener. I take an even-keeled approach to investing, controlling emotions at market peaks and bottoms.
Craft a comprehensive plan for creating wealth, employ stewardship, and don’t obsess about money themes. It’s important to define "wealth" and what it personally means. Planning can achieve the desired objectives and outcomes.
The NGW team is my "last stop" in what has been a successful, rewarding career in managing investment portfolios and delivering financial services to clients.
Earning a university degree and professional designations while working full-time provided career advancement opportunities I never take for granted. I feel fortunate to perform work I have a passion for. I am a classic example that showing up every day to the office combined with hard work creates opportunities for a successful career.
Spend time with my wife and 2 children, always looking forward to our annual vacation destination. I enjoy socializing with friends. Exercise is a regular routine. Enjoying a play or a live concert is a treat.