The biggest way my family and I “play” together is through travel. We love to drive the back roads of America, so much so that our four-year-old son has been in 45 states. Our daughter was diagnosed with Leukemia just before her second birthday, so that experience along with going through her two years of treatments helps us sweat the small stuff a bit less each day. It focuses us on taking advantage of opportunities to spend time together whenever they present themselves to explore our world.
I am a big fan of and believer in the City of New Orleans, and in the history of my ancestors who emigrated here from Nova Scotia hundreds of years ago. My great-great-great grandfather was the first mayor of the small town I grew up in, and our ties to the lifestyles and traditions here in south Louisiana run deep. I grew up playing tennis in the heat and humidity, and it remains one of my favorite activities, both playing and watching.
Affiliations: Fee-Only Planning
Areas of Expertise: Financial Life Planning, Physicians/Medical Professions
Education: BBA degree in Finance from Loyola University, New Orleans, Seth Godin’s altMBA program
Memberships: National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA).
Who inspires me:
My wife and my kids, and my clients inspire me most. I know it sounds cliché, but I’m always amazed and energized by my conversations with our client families.
My favorite things:
If you ask my eight-year-old daughter, it is holding her hand, and penguins.
Estes Park, Colorado. I ran a lodge for YMCA of the Rockies one summer in college and it has remained my spiritual home since then.
My greatest extravagance (under $100):
Great meals out in New Orleans, though they might occasionally go over that mark.
Most effective saving tip:
You cannot say no until you have a bigger yes. The clearer and more detailed your vision about what your goals are, the more effectively you can save for them.
We listen and keep an open mind
We build powerful relationships by working towards common goals
We work directly for our clients and put client’s interests first
We learn and teach continuously
We hold ourselves accountable for pursuing the highest standards
We make decisions with future generations in mind