What most excites you about your work?
I love the balance of the challenge of technical solutions and the personal side of getting to know my clients. I am passionate about the financial industry and its economic cycles.
Why did you choose TFO Family Office Partners?
I believe in the firm’s mission and love the business model of holistic services to families. I was very attracted to the talent, and the collaborative, team-driven environment that is TFO Family Office Partners.
What are some of your life's biggest influences?
My parents. My father has shown me the value of a life dedicated to working hard to provide for his family and always doing the right thing. My mother has shown me the value of showing kindness to all and serving her family, friends, and community.
Education
Miami University, Oxford, OH
B.S. Accountancy
Hobbies and Interests
- Cooking
- Travel
- Spending time with family and friends
- Community service
Industry Designations and Certifications
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
CERTIFIED FINANCIAL PLANNER™ professional
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
Ready to create your wealth and purpose plan?
Getting started is easy. Set a time to talk.
Let’s Talk
