What most excites you about your work?

The opportunity to learn is what excites me the most. Learning about our clients, their financial goals and the ever-changing tax code helps me determine how to create a plan that I believe will be beneficial for them.

Why did you choose TFO Family Office Partners?

I chose to work at TFO because of the commitment I saw to both clients and team members. They are eager and willing to learn and adapt to their clients’ needs. They also take care of their employees, which shows in their quality of work and company culture.

What are some of your life's biggest influences?

My parents are my biggest influence. They are always pushing me to be my best and support me in everything I do.