First, interacting with families and getting to know them on a personal level, more than just a financial statement. Second is taking aspects of their life that can be complex or confusing and simplifying it so they can focus on the things that are important to them.
I wanted to work at a place where culture and doing the right thing came first. I started my career at an accounting firm that was focused predominantly on tax services, and while I learned a lot, I never truly felt a part of something bigger. I also felt I could be helping those clients in more ways. TFO Family Office Partners gave me the opportunity to connect with and help clients in many aspects of their life while having a workplace that is full of quality people driven to do the right thing.
Family – Family has shaped me my whole life. The idea of being a part of something bigger than yourself and putting others first has taught me a lot about life and relationships. Getting married and having a family of my own only enhanced those values. I bring those values to work with me every day in how I interact with my colleagues and clients, and there is some humor sprinkled in there too!
University of Arizona
B.S. Accounting
Certified Public Accountant (CPA)