Home: Los Angeles, CA. Age: 66, but I look much younger. Birthplace: El Paso, TX. Profession: Wealth management. Organization: Wells Fargo Advisors. Significant other: My wife and the love of my life, Kathy Friedlander. Alma mater: Cal State Northridge.
Recent recognition: Ranked #1 of all financial advisors in this branch and top five in the division. Latest accomplishment: Reached $1.9 Billion of assets under management. Nominated for Barron’s Top 100. Hobbies: Golf, crossword puzzles, food, travel, spending time with family. Recently viewed and recommended: Ginny & Georgia (Netflix). Recent unique acquisition: New golf clubs. Hopefully, it will make me a bit better.
Personality profile: Decisive, strategic, empathetic, confident. What one word would your closest friend use to describe you? Caring. Moral compass: I always do right by the client. They are always first, and I lead by example. What is your greatest joy? My family and my dogs. What is your guilty pleasure? Smash burgers, medium-rare. What occupation, other than your own, do you most admire? Lawyer. What is at the top of your bucket list? Training my son to be a successful financial advisor and one day take over my business.
What was your first paying job? Scooping ice cream at General Custard in Marina Del Rey. What was your favorite college course? Business Law. What was your favorite childhood toy or game? Baseball. What movie have you repeatedly watched? The Shawshank Redemption. What’s the best advice you received in your career? Always put the client first.
What change are you working on to effect in your profession or field?
Implementing AI and social media, while realizing AI can never replace the human element.
What change would you like to see in the world? People showing more empathy and care for one another instead of being so divisive. What mega-trend most excites you? Technology improving productivity and the standard of living for everyone. What mega-trend most concerns you? Rising national debt.
What title would you choose for the movie about your life? A Family Man. What actor would you choose to play you in the movie about your life? Gregory Harrison in his younger days. Who would you like to spend an evening with, in heaven? Albert Einstein. As a kid, what did you first want to be when you grew up? An anesthesiologist. What day in your life would you choose to re-live? The days my kids were born.
Personal motto: Carpe Diem. Favorite quote: “Mr. Gorbachev, tear down this wall” (Ronald Reagan).
