As an Associate Advisor at Paracle, I use analytical tools and analysis to ensure that financial plans are documented and achievable. My goal is to help communicate this to the Lead Advisor and the clients we serve. I continually review investment portfolios to confirm they remain in alignment with long-term strategic allocations and objectives. Additionally, I review plan progress over time and work with Lead Advisors to help monitor, implement, and communicate that progress to ensure the families we serve feel confident in all aspects of their financial life.
I joined Paracle in my search for an organization specializing in long-term wealth management through the integration of financial planning and investment advice. Paracle turns complex financial advice into easy-to-understand guidance for their clients, which seems to be rare in the financial services industry today.
The best part of delivering financial advice to our families is receiving the sincere, “thank you for all your work” after each meeting. The best feeling in the world is helping people reach their goals. They’ve worked too hard their entire life to not benefit from their efforts!
My favorite part of being a member of the Paracle team is our collaborative approach. Each person is a resident expert in some field. Therefore, when a client asks a difficult question, we can say, “we have someone here that knows the answer… let us get back to you.” Clients appreciate that instead of giving a haphazard answer.
When I think about how Paracle approaches personal financial management, I think simple. Our clients consistently thank us for helping them understand what we’re telling them instead of providing them a stack of information they don’t understand and will never read.
Outside the Office
Anything sports related
Favorite Work Music:
Dave Matthews Band
Favorite Workout Music:
Most Desired Super Power:
Why did you choose your prop?
Wine – My father and I planted wine grapes in the mid-2000s and it has grown to a full-scale vineyard/winery production, which I’m very proud of. Golf – I love this sport as it’s a great way to connect with people whether that be old friends or a new face. It also provides a distinct mental and physical challenge, which makes each round fun!
What else do you do like to do for fun?
Traveling and visiting friends with my wife Liz; local or across the world.
If you could trade places with any person or movie character for a day, who would it be and why?
James Bond for sure. Drives cool cars, tests new gadgets, wears snappy suits, and travels the world.