I was working on the product side of the asset management industry — a great learning experience within private equity and mutual fund management — when I realized I was searching for a deeper sense of fulfillment. I wanted a hands-on approach, one that would allow me to help people directly. I found it at R|W. Our clients give my work purpose and meaning. Wealth management is not just a numbers-and-returns industry, it is a people-and-relationships industry. I find motivation in knowing that my work is helping families achieve financial peace of mind, freeing them to enjoy the aspects of life that provide them with joy and purpose. It’s an honor and a privilege to be trusted in this capacit