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What do you do?
I work with individuals and small businesses to help them protect their assets and minimize their tax liability. I help them ensure that they are ready for the “what-ifs” of life. (What if they get sued, get disabled, get ill, etc.
What's the best piece of career advice you've ever received?
Love what you do and have fun while doing it.
When you're not working, how do you enjoy spending your time?
Leisure travel and spending time with my family.
Favorite Movie?
John Wick: Chapter 4
What is your favorite local spot?
Season’s 52 is my favorite local restaurant.
What's your favorite thing about Workspace?
The ambiance and atmosphere promotes productivity. Everyone I have encountered has been very friendly yet extremely professional, though working in a very relaxed atmosphere.