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My Story

 

Results, But at What Cost?

 

I spent 12+ years in the financial services industry managing teams, and people and serving clients as a CPA and CFP(TM) at a Big 4 accounting firm, an international law firm, and as the Chief Operating Officer of a private investment office.

 

The vast majority of my career was under the billable hour model, with weekly client hour goals, constant deadlines, constant client and employee calls and emails, constant connectivity, constant anxiety, and little sleep. To me, no boundaries meant I was reliable and dedicated.  I was single-mindedly focused and threw myself into my career and pushed everything else in my life to the side—my relationships, things I enjoyed doing, and commitments that weren't work-related, thinking that was the best, and oftentimes, the only way to be successful in my career.  When in actuality, beyond everything I had already neglected, it was limiting me professionally, as well.

 

My perfectionism and all-consuming approach to work was reinforced by the glowing reviews, ratings, and compensation I received, so I kept doing it.  After years of working that way, it became a deeply ingrained habit, and I didn’t know any other way.  I lived the “it’ll be better once I _____” (get through this deadline, get promoted, make more money, get this bonus) mentality, not knowing that mindset led to a cycle of disappointment; achieving the goal but the same problems still exist.  All while I wished the days away during the process.  I didn’t know how to work any other way, so my employers' work/life balance-friendly policies were moot.  Further, I hadn’t clarified what work/life mix I even wanted, much less how to achieve it.

 

My relationship with work made me ripe for burnout.  “Work,” to me, meant sacrifice, long hours, doing whatever it took, and relying mostly on myself, instead of leveraging others, when necessary.  The more it felt like work, the more productive I felt.  I put so much pressure on myself and applied those same unrealistic expectations to what I thought others expected of me, as well.   My fear of failure was draining and prevented me from taking opportunities where success was not guaranteed.  The internal blocks that I had—the limiting beliefs, interpretations, and assumptions, were draining and prevented me from accessing my full potential.  I just didn’t have the time or energy to show up as the person I knew I was and wanted to be.  Most importantly, they were holding me back from enjoyment. 

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Did everything have to be so stressful?  Did so many decisions have to be surrounded by worry?  Did success have to be dictated solely by the outcome or results?

The Realization

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Once kids entered the picture, the time and energy I had for work were significantly reduced, which led me to realize just how draining my approach to work, and partly, the work itself was to my energy.  Further, when the world shut down during the pandemic, it became painfully clear how important relationships are, and how I had neglected them for all of my professional years. 

 

The clincher for me was when I considered how I would feel in 20 years if I continued to approach work the way I had been.  That's when it really hit me.  Would I have been the father I wanted to be for my son--the type he deserved?  Absolutely not.  That crushed me.  Further, I wanted my kids to associate work with passion, energy, confidence and excitement, not something you slog through to pay the bills.  I wanted to be that example for them.  And if I needed any further motivation (I didn't), in my self-reflection, the time I imagined truly enjoying life didn't begin until after retirement.  That's when I made the decision to take control. 

A New, Authentic Chapter

 

I got into coaching by spending considerable time thinking about what I would enjoy doing, excel at, and would leverage my prior experience.  How could I be energized by my work, instead of depleted?  I had brief exposure to professional coaching during my time at a Big 4 accounting firm, and experienced its effectiveness, despite having little exposure to it.  I enrolled in the International Professional Excellence Coaching program, a rigorous coaching program recommended to me by leaders at my former employer, and the rest is history. 

 

When I think back to my professional journey described above, I think about how greatly I would have benefitted from working with a coach, and how much different my experience would have been.  Although, I believe I would have still ended up where I am now because professional coaching is my true passion and something I would continue to do if I had all the money in the world.  To me, there are few things better than seeing someone realize their true capabilities after moving past what has been holding them back and feel empowered that they can accomplish whatever they set out to. 

About Me

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I live in Rochester, NY with my wife and two young sons.  I'm the youngest of four children and raised by parents whom I got my empathy, curiosity, listening skills, integrity, and work ethic from. 

 

I enjoy being outdoors, sports, staying active, movies/TV, reading, and eating out at restaurants with a nice atmosphere and good company. 

 

One of my favorite things has been witnessing the excitement that my kids (and kids, in general) bring to their everyday lives, which inspired me to incorporate more enjoyment into all aspects of my life.

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Team sports were a huge part of my life growing up and continue to be.  I bring the familial-type camaraderie, working towards shared goals, energy, and enjoyment to my coaching relationships.

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Work Experience

Nixon Peabody LLP

PricewaterhouseCoopers LLP

Ashford Advisors, LLC

Mengel Metzger Barr & Co, LLP

Chief Operating Officer

2020 - 2021

Manager,     Senior Manager

2018 - 2020

Senior Tax Planning Specialist

2017 - 2018

Associate,    Senior Associate,    Manager

2010 - 2017

Professional Credentials

Certified Public Accountant (CPA)

Certified Financial Planner (CFP )

Energy Leadership Index  Master Practitioner

State of New York

License Number:  110819

CFP Board ID:  325447

Attitudinal Assessment Practitioner 

Education

St. John Fisher University

International Professional Excellence Coaching (iPEC)

Bachelor of Science, Accounting     

    Minor:  Corporate Finance     

    Magna Cum Laude

Coach Training Program

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