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.
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.
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.
Miami University, Oxford, OH
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.
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