What most excites you about your work?

I am most excited about the opportunity to work with families and help them develop and/or refine their mission, values, and overall life dreams and goals. I thoroughly enjoy cultivating these long-lasting and meaningful relationships and feel a deep sense of fulfillment providing our families with the tools to connect their wealth and purpose. I also enjoy simplifying complicated situations for our families. Beyond the relationships, I love both the professional/personal growth and continuous learning opportunities associated with the wealth management industry.

Why did you choose TFO Family Office Partners?

The people and the firm’s core values. Our team truly cares about the families we serve, and each other.  We thrive on helping one another, digging deeper, and doing the right thing, all while having fun doing it!

What are some of your life's biggest influences?

My biggest influences have easily been my family. They have played a significant role in shaping who I am today. My Dad instilled a strong work ethic in me from a very young age, and because of him, I push myself to be a better version of myself each and every day. My Mom taught me compassion, kindness, and the importance of resilience facing life’s challenges. Most importantly, my loving husband has shown me the true meaning of partnership, unwavering support and encouragement, and the joy of shared dreams and accomplishments.