As Managing Principal at Waddell & Reed, Tallahassee, I work to develop a team of financial advisors and office staff. Among my day-to-day activities, I recruit, select and license field leaders and financial advisors. I engage in 1:1 coaching to build efficient, unique and strong practices. I focus on removing roadblocks that impede field leaders and financial advisor success.
Ultimately, I develop succession strategies to encourage financial advisors to maintain a balanced approach to business and personal goals.
Where are you from?
I started my education at the Colorado School of Mines where I received a Bachelor of Science Degree in Mathematics and Computer Science. From there I continued my education while successfully obtaining both my CERTIFIED FINANCIAL PLANNER certification and Chartered Financial Consultant® designation. After I gained experience as a personal financial advisor in Denver, Colorado in 2005 I later started my career with Waddell & Reed in 2009.
Why did you come to and stay in Tallahassee?
After achieving my goal as a District Manager at Waddell & Reed in the Greater Denver Area, I chose to relocate to Tallahassee in 2011 to assume the role of Managing Principal. This transition offered my family the opportunity to grow and experience Tallahassee in all its beauty. Additionally, I am committed to several Associations and Memberships locally;
– National Association of Insurance and Financial Advisors – Tallahassee – President (2014-2016)
– Tallahassee Regional Estate Planning Council – Member
– Tallahassee Chamber of Commerce – Member
– Economic Club of Florida – Member
Please highlight a little about your background and any other information you would like to share.
My beautiful wife Ana and I have three great children. We recently purchased a new home here in Tallahassee and are very involved in our community.
– TalGov Parks and Recs – Parent Head Coach
– Startup Quest, Career Source Capital Region – Mentor (2015)
We have found the Tallahassee community to be very welcoming and filled with opportunities to participate in fun events. Most recently we have been enjoying FSU Basketball, Football tailgating and coaching youth soccer.
What do you like about Tallahassee?
Besides being a great place to raise my children, I have found that networking in this community is very rewarding. My mantra is “We do business with people we know, like and trust”. That said, I make time to meet with other professionals regularly for coffee to learn more about their interests and goals.
How and why did you get involved with Access?
Networking and giving back to my community are two of my most important principles. Chamber of Commerce combines these seamlessly. I believe that we never know the value we can find in meeting other professionals. Access provides an incubator for young professionals to network with their peers thus elevating their careers, personal growth and mentoring opportunities. Access is for those seeking to self-improvement and increased contribution to others success.
How has Access helped you grow both personally and professionally?
I have grown both in my networking capabilities and my techniques for reaching those networks. My ability to reach out to my peers, professionals and my community on a larger scale is one benefit that Access has played a pivotal role in developing. As a result of this expansion of my network, my perspective has grown exponentially. My values both personally and professionally are reaffirmed, my ties to my community and the well-being of those who I interact with are evolving daily.
What has been the best part of your Access experience so far?
My experience thus far has been an increased ability to generate leads and connections via the interactive website, power lunches, coffee’s and other outreach programs offered by Access. I am truly appreciative and impressed by Access’s organization, development of relationships in the community and the professional empowerment methods. This is an exemplary example of Tallahassee’s finest.
Do you have additional comments about Access?
I think that Access is a valuable tool for all who are participating members and surely those who are interested in elevating the quality of their networks, both professionally and personally.