There are two things that excite me most about my work: Personal relationships and putting the financial puzzle together. The best part of this job is developing deep relationships with clients and helping them achieve their financial goals. To do that, I get to spend my days developing customized strategies to match our clients’ financial goals and resources with the ever-changing landscape of investments, tax, and estate planning.
TFO Family Office Partners was the perfect fit for me because the company, and our people, truly care about our clients and that emanates throughout our culture. Additionally, having the opportunity to work closely with a team of tax and wealth advisors provides a tremendous opportunity for collaboration and growth.
My wife, Ashley, is my biggest influence. Her ability to constantly show people how much she cares about them never ceases to amaze me. I am eternally grateful that I get to learn from her every day.
B.B.A., Business Administration, Sports Management
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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