I love the opportunity to support people during some meaningful times of their lives. Building relationships with people to truly understand what matters to them is incredibly fulfilling. I enjoy helping clients evaluate financial information as they make important decisions.
I was drawn to TFO because of its family office model and the firm’s thoughtful, client-focused approach. The chance to work alongside such knowledgeable and genuine people was especially appealing to me. It was easy to see the culture TFO has created during the interview process. The team’s professionalism, collaboration, and genuine care for one another stood out right away.
My life’s biggest influence is my family and my faith. Each have played an integral part in all the decisions I make and have shaped me into the man I am today.
Grand Canyon University
B.S. Finance, emphasis in Financial Planning