Being able to learn about our clients, understand their needs, and build a plan to achieve their goals is what gets me excited. There is no better feeling than helping our clients identify and accomplish their goals.
I was introduced to one of TFO’s advisors and was impressed by how much they enjoyed working at the firm. They told me about how supportive, collaborative, and team oriented TFO was. I knew I wanted to be a part of a company like that.
My parents have been my life’s biggest influence. They taught me if you are kind, work hard, and stay focused, you can accomplish anything you put your mind to.
Arizona State University
CERTIFIED FINANCIAL PLANNER™ professional
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
Getting started is easy. Set a time to talk.Let’s Talk