Q: What motivates you to wake up and go to work?
A: I love the ever-changing aspects of the financial markets and how they impact our decisions to effectively manage client assets. There’s always something going on in the world that makes our industry challenging and exciting.
Q: What do you do at Capstone Triton?
A: My primary role is to help individuals, families and business owners achieve their financial goals by investing and managing their financial assets. Additionally, my role as Vice President entails some administrative and operational responsibilities … I also lead the Investment Committee at the firm.
Q: What’s something most people don’t know about me?
A: I’ve been an OU Football fan since the 9th grade, even while living in New Jersey.
My wife, Lisa, and I have been married for 32 years. Our son, Drake, recently graduated from the University of Oklahoma and is planning to be a math teacher. Our daughter, Ava, just graduated from Deer Creek High School and will be attending OSU-OKC to study Cardiovascular Sonography. I am one of six children and Lisa is one of four … if we ever managed to get all of our siblings, nieces, nephews and their children together we’d number about 50 … “about” because I’m likely missing a few.
Q: When not at work what do you like to do?
A: My favorite hobbies include golf, snow skiing, hiking, reading, the beach and being in the mountains.