What most excites you about your work?

I like thinking through all the options available to our clients and helping them choose the best course of action based on their unique circumstances and purpose for their wealth. I love helping build confidence with financial plans and watching our clients breathe a sigh of relief.

Why did you choose TFO Family Office Partners?

I wanted to work with an organization where everyone is focused on delivering the best possible experience and outcome for our clients. The depth of the TFO team and the integration of services is a huge benefit for clients and colleagues. The culture and values at TFO are second to none. I’m incredibly proud to be a part of the team.

What are some of your life's biggest influences?

My parents. They are go-getters. They know how to take the bull by the horns. I’m so fortunate to have had them as role models and for their guidance when I needed it the most.