What most excites you about your work?

The opportunity to continually learn and evolve, not only as a professional but also in my personal life, excites me the most about my work. Tax law is constantly changing, and with these changes arise new planning and strategic opportunities. No two clients are the same and getting to know them and their goals helps us better align tax and wealth planning.

Why did you choose TFO Family Office Partners?

I chose to work at TFO because the five core values strongly align with my own values and creates a great working environment. The people we work with greatly influence our experience and being around individuals who care about their work and consistently strive to do more is inspiring. The work we do can have an impact for our clients and their families and being a part of that is very fulfilling.

What are some of your life's biggest influences?

My biggest influences are my parents and grandparents. They continually support and encourage me to be my best and to always strive for more. I can rely on them to lead me in the right direction and help me talk through tough decisions. One of my strongest drivers in life is to always make them proud.