My Professional Journey

My story starts well before my career in finance.

 

I came to the United States at five years old. My parents were 25. They made the decision to leave behind a stable life in Hungary to start over in a country where they did not speak the language, had very little money, and no support. It was a calculated risk, made from conviction, work ethic, and a belief that a better future was possible.

 

I owe a great deal to that decision, and to them. They set the standard early. Hard work was expected and accountability was non-negotiable. “Good enough” was never the goal and never will be.

 

From an early age, I saw what that kind of commitment requires. By seven, I was translating for my family. I even spent a brief period working as a child actor and model.

 

That experience instilled a deep understanding of responsibility, pressure, and what it takes to build something from nothing. It also shaped how I think about risk. Not as something to necessarily avoid, but as something to understand, respect, and take deliberately when it matters.

 

I carried a simple belief with me: we did not come this far to be average. So I chose an industry where most people fail.

 

I began my career in financial services after graduating. Cold calling every day, representing a firm few had heard of, with a name most struggled to pronounce. My training class started with 25 people. Within a year, only two of us remained.

 

I did not succeed because I was the most polished. I succeeded because I was willing to do the work and earn trust one conversation at a time. That became the foundation of my business. Over the following decade, I built a practice centered on long-term relationships and doing right by clients. That period taught me not only how to build, but how to think at a higher level about scale, strategy, and impact.

 

In 2020, I came close to launching my own firm and was well into the process when COVID forced me to pause. I joined an RIA in 2021, where I went on to lead one of the firm’s top advisory practices, expand into more advanced planning strategies, and play a key role in one of the largest M&A transactions in the firm’s history.

 

Since starting from zero in 2011, I have advised individuals, families, and foundations; helped hundreds of clients transition into retirement; guided business owners through complex exit planning and liquidity events; led financial literacy initiatives for Fortune 500 companies; consulted on large-scale corporate benefit plans; served on the board of the Financial Planning Association; advised NFL players as a Registered Financial Advisor for the NFLPA; and been featured in publications including Forbes.

 

In May 2025, I co-founded Third View Private Wealth with two partners and a team of eight. We launched with approximately $1 billion in client assets. Less than a year later, we manage over $1.3 billion for more than 350 families.

 

What we are building is straightforward in concept, but difficult in execution: a firm grounded in trust, fully aligned with clients, and built for the long term.

 

Everything I do traces back to the decision my parents made to leave certainty behind in pursuit of something greater. Their example continues to shape how I think, how I take risk, and how I show up for the families who place their trust in us.