Services or products you offer: Comprehensive financial advisory services in a fiduciary capacity.

What you enjoy most about your profession: Helping people live their ideal life. I've found that people’s stresses around money and their finances can dramatically take away from them truly living their best lives.

Customer service is: The first, second, and third most important parts of a business. Period. It's almost all that matters.

You started your business, because: I wanted to build a business that I would want to work at—one with great customer service, trust, transparency, and competency.

Most memorable experience as an entrepreneur: Meeting so many great individuals with interesting backgrounds. I enjoy getting to know and learning from people who have an expertise in something I know little to nothing about.

First job: Paperboy! I worked at the same newspaper that Mark Twain did, although not at the same time.

Favorite food: Indian and Sushi. Fortunately, we have some truly great restaurants in the area that satisfy my love of both.

Last big purchase: 1969 Camaro. I’m working on bringing this classic car back to its former glory. On a side note, classic car ownership by some is considered an "alternative asset class" or investment. A win-win!

When not working, you can be found: Either driving one of my three children to school, one of their sporting events, or helping them with their math homework; training and teaching a Chinese martial art that I've been studying since January of 1994; or working on my 1969 Camaro.

You love living here, because: It's such a family-friendly place, and the people I’ve met are wonderful. It doesn't hurt that I live and work in the same great area!