Job Title: Client Advisor
My favorite part of being a Client Advisor is: The most rewarding aspect of my work is connecting the dots for clients. Preparing a return is the byproduct of identifying tax opportunities within their personal and professional lives.
Office pseudonym: The Water Boy. The office water cooler is outside of my office. Anytime someone hears the pump running dry on the cooler they say, “Where’s that Water Boy? We are out of water!” Naturally, being a vigorous and strapping man, I kindly oblige and replace the empty water jug with a full one.
On Friday I like to: Spend time with my family. We love to cook and entertain, vacation in Maui, cycle, golf and watch college football. I am the proud “Papa” to five small little people that I love spending time with and spoiling. Happiness is being married to my best friend.
This one time, at Lewis Group…: I discovered Lewis Group has an incredible work culture. The environment engenders hard work, providing a high level of service to clients, continued learning, a focus on the now with a vision of the future, and family. It is a perfect place for me.
Word for the wise: “If an old dog won’t learn new tricks, he’s simply not trying hard enough.”