What most excites you about your work?

I love working with people, and TFO allows me to work closely with clients and colleagues. Tax is undoubtedly about numbers, but it’s really about the people involved behind the numbers. I am excited that I work for a firm that values its team and wants to provide its clients with the highest level of service.

Why did you choose TFO Family Office Partners?

TFO has a reputation of attracting high-performing people and has low turnover. In a competitive market, it says a lot about a firm that retains its people. I love that TFO wants its team members to maintain a healthy work/life balance. Every person I’ve met on the team seems to be genuine, kind, and talented.

What are some of your life's biggest influences?

My mother has been my most significant influence. She passed away when I was 19, but in those early years, she provided the foundation for me to become a confident, strong, goal-oriented individual. Most importantly, she modeled a strong, committed faith in God.