Learning about the families we serve and how our services can be tailored to each of their unique needs. It’s exciting to learn, grow and collaborate with a team full of talented individuals.
I appreciate the collaborative culture and TFO’s integrated approach to serving clients across a range of financial needs. Additionally, the core values at TFO align with my own.
My grandparents were small business owners who led by example and have always served as great role models. They taught me the importance of integrity, resilience, adaptability, and practical skills. Their nurturing, along with other impactful events and people in my life, have influenced who I am today.
California State University
B.S. Accounting