When did you join Trek and what do you love about being at Base Camp?

I joined Trek in April 2021 after working with an IMO for many years. I found that Trek differentiates itself from other RIAs by embodying the concept of a boutique experience, which is not sole defined by its size, but rather by the unique experience it offers. One of the standout features of Trek that I really enjoy is its community of like-minded staff and advisors as well as their teams, all who genuinely care about sharing ideas and supporting one another.

What does “improving quality for advisors and their teams,” mean to you?

It means creating an environment and providing resources that enhance the personal and professional well-being of our advisors. It involves taking steps to support advisors in various aspects of their lives, enabling them to thrive both personally and in their careers.

What keeps you busy when you aren’t at work?

When I’m not at work, I’m trying to keep up with my son, a mini version of myself.