What most excites you about your work?

I enjoy being able to go beyond just preparing and reviewing tax returns. Being able to work directly with clients and see the bigger picture makes my work feel vital and fulfilling.

Why did you choose TFO Family Office Partners?

I joined TFO because I saw the opportunity to work with a team of knowledgeable and caring people who take pride in helping their clients match their wealth with their purpose.

What are some of your life's biggest influences?

The internet has been one of the biggest influences on my life. Having access to knowledge and people from across the globe has broadened my horizons and expanded my world view.