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What most excites you about your work?

What excites me the most about my work is the opportunity to collaborate with my colleagues. Working together with a team of talented professionals allows us to tackle challenging problems creatively. I find great satisfaction in brainstorming innovative solutions that not only address complex issues but also deliver substantial value. Helping clients achieve their financial goals is incredibly rewarding.

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Why did you choose TFO Family Office Partners?

I chose to work with TFO because of the people; everyone here is passionate, eager, and personable. The company culture is unlike anything I have experienced before, and I am truly excited by the opportunity to work for an organization that supports and values its people.

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What are some of your life's biggest influences?

The biggest influences on my life have been my family and my military service. My parents instilled values in my brother and me that have made us the people we are today. They taught us to respect others, be honest, work hard, and appreciate everything we have. Most importantly, they taught us that family should always come first. My time in the military gave me the skills to be successful in every area of my life. I learned to manage my time effectively, handle stress, communicate clearly, and hold myself and others accountable. I try every day to live by the values I was taught and employ the skills I have developed.

Education

Arizona State University
B.S. Accounting

Arizona State University
Master of Taxation and Data Analytics

Hobbies and Interests

  • Spending time with my family
  • Camping
  • Hiking
  • Golfing

Industry Designations and Certifications

Certified Public Accountant (CPA)