What most excites you about your work?

What excites me most is building meaningful relationships with clients to understand what matters to them and aligning that with their financial goals. It is fulfilling to form lasting connections with families, helping to build trust, and striving to provide comfort throughout their financial journey. The continuous learning that comes with wealth management also inspires me, as it pushes me to grow and stay ahead in a constantly evolving industry.

Why did you choose TFO Family Office Partners?

I was drawn to TFO because of its comprehensive range of services and its commitment to providing the best possible experience for current clients, future clients, and employees alike. After my interview, it was evident to see the large range of skill sets and passion to help others.

What are some of your life's biggest influences?

My mom, dad, and two older brothers have been my greatest influences. Together, they’ve taught me the value of hard work, dedication, authenticity, and most importantly, how to enjoy all that life has to offer. These lessons shape not only who I am, but the kind of professional I strive to be.