What do you enjoy most about being part of the Axis team?

True independence and complete ownership of my practice as well as having direct input into the decision-making process around all aspects of technology and investment management. 

What professional achievement are you most proud of and why?

Assisting my clients reach their retirement “finish line” and enabling them to live out their retirement as the have always hoped and planned to.

If you could spend the day with anyone, who would it be and what would you like to learn?

Jamie Diamond CEO of JP Morgan…how to manage a small business the same way he manages a Global Entity…how he motivates his employees and maintains their dedication to the company beyond compensation.

What is your most treasured memory?

Being there when my first grandchild was born

What is your favorite quote and why?

Be fearful when people are greedy…. be greedy when people are fearful “Warren Buffet”

What are you passionate about?

On a personal non-professional level – my passion is Photography…I love capturing moments in people’s lives that will never be forgotten…. My personal quote: “Photos are HISTORY…HISTORY is FOREVER”