Helping others and building meaningful relationships have always been core values for me. I am passionate about guiding families toward achieving their financial goals. The complexities of wealth management also continuously inspire me to learn and grow.
I was drawn to TFO’s culture and values from the start. Throughout the interview process, I was continually impressed by each team member’s work ethic, passion for helping others, and diverse skill sets. The combination of TFO’s extensive range of services and its dedicated culture truly stood out to me.
My parents have profoundly shaped who I am today. From my dad, I’ve learned the value of hard work, the importance of keeping commitments, and the joy of serving others. My mom has instilled in me a deep sense of integrity and the significance of family. Her unwavering dedication to our family is inspiring.
Grand Canyon University
B.S. Finance