I am a Principal with AB Bernstein which is a global investment and research firm. I lead the practice for the firm in Delaware. I can help any client with the benefit of wealth and the burden of complexity. Yet, the type of client who benefits most from my area of expertise is the entrepreneur; in particular, one who struggles with how, when and why to exit a business. The real hurdle I help my clients get over is helping them leave behind a chapter of their life, which feels like a huge part of their identity. All of my clients have certain traits in common: a fire in their belly, admirable work ethic and an ingrained passion that has gotten them where they are today. Generally, when I meet them, they are beginning to reflect on what is next and what is most important to them. They want help in uncovering the next phase and how they can engage in a meaningful way with their community. Oftentimes, their financial journey has been exciting and all-consuming, yet it has led to their life becoming more complex than they ever imagined. Fortunately, they have the humility and self-awareness to admit they need a financial advisor to be the best they can be. At this tipping point, I make it safe to be vulnerable and self-reflect, both of which, in my eyes, are required. There is an element of psychology to what I do in terms of engaging different parties in conversations. My clients have learned from past failures and successes. They realize the importance of having a trusted team of professional advisors, mentors, family, friends and community members. This team can be counted on, asked for guidance, bring innovation to the table and execute plans. I believe my clients deserve peace of mind in this next chapter of their financial lives. My hope is to help them recognize the importance of community and the ways in which it will make them stronger and bring every one of my resources to execute on their customized plan. My team strives to achieve the best outcomes for our clients, their family, business, employees, causes and everything they care about.
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