What most excites you about your work?

The ability to offer my professional experience to help families reach their financial goals is what excites me the most. Connecting wealth and purpose is what TFO is all about and I share their passion for this.

Why did you choose TFO Family Office Partners?

I joined TFO Family Office Partners because it was the perfect crossroad between my financial and tax experience. Coupled with TFO’s personalized family office approach, it allows me to make deeper personal connections with the clients we work with.

What are some of your life's biggest influences?

Family will always be the biggest influence in my life. I have been lucky enough to have a family who looks out for my best interests and prioritizes my individual growth.