Happy Financial Literacy Month! At Questis, we deeply appreciate how vital our team is to…
At Questis, we deeply appreciate how vital our employees are to our success. We champion and celebrate them daily. Because we value them so extensively, we want to share them with the world! Look out for new employee spotlights each month. We hope you enjoy getting to know our amazing team!
What is your role at Questis and how long have you been on the team?
I am the CEO and Head of Product. I am responsible for both high-level strategy and product development which includes our coaching experience, software development, and our most recent launch of Questis communities. I have been with the company since the beginning in 2014 when we started building software to help us scale the delivery of financial empowerment to employees.
What is your favorite part about working at Questis?
The mission and the people. Making financial wellbeing attainable for everyone is no small feat but it’s a worthy challenge that we are passionate about. It’s incredible to get to work with such a fun, hardworking and resilient group of people every day. We also work in an environment where everyone’s opinions and ideas count.
What is your “Why”?
I spent many years advising high net worth families on what to do with their money but I’ve also spent time in the retirement plan space and that’s what motivated us to embark on this particular mission. The bottom line is employees need far more guidance and coaching with their personal finances than they receive from a financial advisor who shows up each year to talk about asset allocation and diversification. We need to dig deeper and solve for the root cause of what’s holding people back from doing the right thing with their money. There are too many solutions out there that claim to be good for people’s finances when they really just exacerbate the problem. I want to be a part of the solution!
What is the most interesting thing about you that your colleagues would be surprised to know?
I studied construction management and architecture in college and spent the first 3 years of my working life in residential construction.
What is your favorite thing to spend money on?
Hobbies and I have too many of them. Guitars, drums, camera equipment, woodworking tools, etc. While I certainly don’t “need” a lot of it, honing various skills with the best quality that makes sense does actually make me happy =)
What are your personal and/or professional goals for the year?
Personally, I’d like to do a better job of living in the present and focusing on one thing at a time. Easier said than done these days!
If you had to eat one meal every day for the rest of your life what would it be?
If things like pants size and living a long life didn’t matter, all the pizza in the world.