Experience: Joined NPF in 2021; previously served as a Principal Account Manager for USA Financial and worked in Risk Management/Trading for Forex
Credentials: Chartered Financial Analyst® charterholder
Education: BA in Business Administration from Aquinas College
What was your journey to the investment world and NPF?
I didn’t know exactly what I would do with my business degree, but I figured it would be more marketable than my music degree. (I have a double major.) I was hired by foreign-exchange firm GFT Markets, and then moved to a securities broker-dealer USA Financial to further develop my skills in the investment advisor industry. Both firms served big institutional clients and I really wanted to get closer to individual investors, so I was happy to seize this opportunity at NPF.
Why is NPF a good fit for you?
I think this is a job that has meaning because what we do here directly benefits our clients. NPF is client-focused, not sales-focused. It’s something I can be proud of every day.
Why are you a good fit for NPF?
As both a numbers guy and a music guy, I approach my job very analytically and precisely. At the same time, I’m good at improvising – thinking on my feet and adapting in the moment. That’s what I need to play jazz guitar and it turns out to be what I need as Operations Manager.
Where are you from and where do you live today?
I grew up in Detroit and my wife and I now live in Rockford with our two kids. We love it on this side of the state – the outdoors, the culture, the mindset.
What do you like to do in your free time?
As a family, we like to camp and go to the beach. I’m not a huge fan of winter, but I took my daughter skiing for the first time and she loved it, so I’d say there’s more of that in my future.
Have you put your music major to use?
My wife and I play and sing for our church, Our Lady of Consolation. I also do a few gigs a year with my Christian band. My days in a rock band are behind me.
What might people be surprised to learn about you?
I once went skydiving with my grandfather to celebrate his birthday. (And I’ve never done it again!)