1. You’ve been with Bloom Advisors for 23 years — what has kept you here all this time?

Bloom Advisors has always felt like the right place to build a career rooted in integrity, curiosity, and genuine care for clients. From day one, the firm’s focus has been on doing what’s right—not what’s trendy—and that has never changed. I’ve been fortunate to work alongside incredibly thoughtful colleagues and to grow with clients over decades, often through multiple life stages. That continuity, trust, and shared purpose are rare in our industry, and that’s what have kept me here for more than two decades.

2. What does it mean to you to step into the role of Chief Investment Officer?

It’s both an honor and a responsibility. Having been part of Bloom’s Investment Committee since its founding, this role feels like a natural extension of work I’ve been deeply committed to for many years. As CIO, my goal is to ensure our investment decisions remain disciplined, research-driven, and aligned with our clients’ long-term goals, especially during uncertain or emotional markets.

3. How would you describe your investment philosophy in simple terms?

Stay disciplined, stay diversified, and stay focused on the long term. Markets will always move through cycles, headlines will change, and emotions can run high—but successful investing is rarely about reacting. It’s about building well-diversified portfolios, managing risk thoughtfully, and sticking to a plan designed around a clien

t’s goals, not market noise. I believe patience, humility, and consistency matter far more than prediction.

4. What’s one thing clients should know about how we manage their money at Bloom?

Every investment decision we make is guided by one simple question: Does this serve the client’s long-term best interest? We don’t chase fads or make portfolio changes for headlines. Our strategies are carefully researched, approved by our Investment Committee, and designed to work together as part of a broader financial plan. Clients can take comfort knowing their portfolios are managed with intention, discipline, and care.

5. As CIO, what are you most focused on right now for

 our clients?

My primary focus is building and maintaining resilient portfolios—ones that can participate in long-term growth while thoughtfully managing risk across a wide range of market environments. That means staying disciplined about diversification, continuously reviewing and refining our investment lineup, and stress-testing strategies against different economic and market scenarios.

I place great value on collaboration. I regularly engage with respected peers and industry professionals to challenge assumptions and gather independent perspectives, because the best investment decisions are rarely made in isolation. Just as important is clear, transparent communication—helping clients understand not just what we’re doing, but why we’re doing it, especially during periods of uncertainty. Confidence comes from clarity, and my goal is to provide both.

6. What excites you most about the future of Bloom Advisors?

Bloom continues to evolve without losing its soul. We’re investing in people, infrastructure, better tools, deeper and smarter research, and enhanced planning capabilities—all while preserving the personal relationships that define us. The next generation of Bloom leadership is thoughtful, collaborative, and deeply client focused. This combination positions us well to serve clients for decades to come.

7. What do you enjoy doing outside of work when you’re not thinking about markets?

When I’m not thinking about markets, I enjoy spending time with family and friends, golfing, pickleball, biking, traveling, and walking—usually many miles at a time. I’m deeply involved in my church, where I serve on the parish council and help lead our charity committee, raising funds and providing clothing and support to families in need. Time away from the markets is grounding for me. It reinforces why I do this work in the first place, helping people use their financial resources to live fuller, more meaningful lives, with confidence and purpose.