Home: Mt. Laurel, NJ. Profession: Wealth management. Organization: Janney Montgomery Scott LLC. Title: Executive Vice-President/Wealth Manager, Financial Advisor. Significant other: Barbara Begnaud, spouse. Alma mater: University of Delaware.
Recent recognition: Forbes Best in State Wealth Management Team. Forbes Best in State Wealth Manager. Latest contribution to others: The Water Project; American Cancer Society. Hobbies: Playing golf. Coaching and watching my grandsons play baseball. Recent travel or adventure: Took entire immediate family to Aruba for New Years. Recently viewed and recommended: Banshee TV Series.
Personality profile: Caring, pragmatic, good listener, and fun. Moral compass: Treat everyone with respect. How do you define a perfect friendship? When you genuinely care about one another’s interests. How do you define an ideal business relationship? Partnering with someone who cares as much about the business as you do (in my case, it’s my daughter). What is your greatest joy? Seeing my children and grandchildren succeed. What is your favorite place (or way) to spend money? Family trips. What is at the top of your bucket list? Trip around the world. What ingredient is essential to your perfect vacation? Being with loved ones.
What was your first paying job? Professional baseball player. What’s prominently featured on your home or office wall? Baseball memorabilia. Besides your parents, who has had the greatest influence on your life? My wife. What’s the best advice you received growing up? Always do the right thing, not the easy thing. What’s the best advice you received in your career? The client’s interests always come first. What company or organization do you most admire? Make A Wish Foundation. What personal circumstance has had the greatest influence on your life? A situation where someone gave me a second chance.
What change are you working on to effect in your profession or field?
Helping women in divorce.
What change would you like to see in the world? No discrimination. Equality. What message do you want to send out into the world? It’s okay to disagree without confrontation; respectfully disagree. What widely held belief do you reject? You can’t teach an old dog new tricks. What mega-trend most concerns you? Influx of cyber scams/digital security breaches.
Who would you like to spend an evening with, in heaven? My father. As a kid, what did you first want to be when you grew up? A baseball player. After your loved ones, what object would you first save from your burning home? Our memoir book. How would you choose to spend tomorrow, if you knew it was your last day on earth? Doing anything with my children and grandchildren. What advice would you give your younger self? Patience really is a virtue. What day in your life would you choose to re-live? The day I adopted my daughters. What period in your life would you do differently, if you could? My last year of professional baseball.
Personal motto: It is better to give than to receive. Desired epitaph: Always gave his time and effort to the people in his life.
