I can finally use CPWA® after my name after reaching 5 years of work experience.

And what a 5 years it’s been.

• Starting at PIMCO
• Moving to a multi‑family office
• Now running my own SEC‑registered RIA

None of that happens without the people who poured into me at each step – mentors, colleagues, and family members.

A lot of people spend decades trying to find work they care about.
I got lucky and found mine pretty quickly.

If you haven’t found a career path you’re passionate about yet:

• Keep leaning into your curiosities
• Read, experiment, brainstorm
• It’s never been easier to start something as a solo operator with AI and the tools we have today

And if you have found the path you want?

Go all in.

The bar is unbelievably low today. There is so much room for people who actually care and are willing to do the work.

I’m going to chill out on collecting letters for now, but if you think I’m going to slow down over the next 5 years…

You don’t know me, son!