My colleagues at TFO. We work together to educate and give our clients knowledge about their wealth. I also like the challenges that my role brings. Every day is different and I like learning new things that help our clients.
I have always enjoyed finance, even back in high school. Seeing how all the pieces of a financial statement fit together is like a puzzle that I’m building to give someone knowledge. To me, knowledge is power, and understanding how wealth is achieved helps us obtain wealth.
Being part of our clients’ lives and helping their families manage their wealth. I enjoy working as a team to provide high-quality of service to clients. It’s a wonderful feeling to be part of a group that truly wants to work together to help families become stronger and closer. Finally, TFO Family Office Partners allows me to balance work and family. Our firm understands that family is important and gives me the flexibility when needed.
My mother was one of my biggest influences, always encouraging me to be the best at whatever I wanted to accomplish in life. My husband and my three daughters are also some of my biggest influences. We help each other every day and they are my support system and my cheerleaders for everything I do in life. We work together and we are strong for each other.
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