What most excites you about your work?

Each day brings an interesting learning component, as each client has different situations and the tax law is ever-changing. Tax work is like putting together a puzzle of numbers with tax law and I love the challenges never-ending tax laws provide to help solve the puzzle.

Why did you choose TFO Family Office Partners?

TFO Family Office Partners has a great energy. I was drawn to the team structure of serving clients on several different levels and the ability to plan year-round with our client families.

What are some of your life's biggest influences?

My father helped instill my work ethic and sense of accomplishment. My husband influences me to find the balance (fun) in life. Lifting weights is a reminder to push yourself a bit more each day to be better than the day before.