Age: 37

Vice president, Merrill Lynch

• Educates and assists families, corporate and nonprofit organizations with financial decisions.
• Strives to provide thoughtful, unbiased advice to the myriad issues that surround the management of each client’s wealth.

What made you select your chosen profession? The alarming need for objective financial advice delivered with integrity and consistency.

Professional goal: To make a meaningful difference in the lives of those who hire us.

Best career advice you’ve ever been given: It is not where you go that matters, it’s how you got there.

Books on your nightstand: The Hero with a Thousand Faces by Joseph Campbell, Gods in Everyman by Jean Shinoda Bolen, The Little Book of Bull Moves in Bear Markets by Peter D. Schiff,  Eternal Echoes by John O’Donohue and Fooled by Randomness by Nassim Taleb.

Person you would like to meet: Marcus Aurelius.

First job: Sanding sailboats.