What most excites you about your work?

This is twofold. First, we find solutions to help our client families simplify the complexities of their financial life. A lot of the work we do comes down to problem-solving. Building a game plan to solve and simplify is one of my favorite parts of what I do. Second, the wide array of value we provide. We can help with implementing an investment portfolio, reviewing an estate plan, and managing day-to-day cash flow. It’s exciting to operate within that model, as no two days are ever the same.

Why did you choose TFO Family Office Partners?

I joined TFO because of the people. Upon meeting my colleagues, I was impressed by their combination of practical skills and knowledge, as well as a genuine passion for helping others. The people are what makes TFO great — I’m blessed and glad to be part of such a dedicated and supportive group.

What are some of your life's biggest influences?

Two huge influences in my life are my parents. They have always been such a strong support system, and still encourage and inspire me. My mom instilled the importance of work ethic and self-discipline from a young age, and it’s deeply rooted in the person I am today. My dad has always modeled for me how to be a person of integrity – being characterized by intentionality, honesty, and loyalty.