What path led you to wealth management?As early as an Economics class I took in high school, I was fascinated by connecting large-scale trends with everyday finances. Shortly after, taking Finance classes early on in college, I quickly discovered I’m a lot more detail oriented than I had imagined. Using this knowledge, I wanted my career to be characterized by using analytical skills to help others in reaching their goals, financially and elsewhere.Why did you join TFO Phoenix?
I joined TFO because I was so encouraged to see how everyone embodied the core values, principles, and philosophy that directs the way they serve clients. These values coincided with values I hold myself to as well, so I wanted to be a part of what TFO represents.
What most excites you about your work?What personal accomplishments are you most proud of?One thing that excites me about the world of wealth management is that the learning curve is exponential – there’s always new concepts, theories, methods, to keep learning. The encouraging thing is that this process is gradual, and that working at TFO means learning every day.Why should families connect wealth and purpose?
Families should connect wealth and purpose because it creates a stronger motivation behind working diligently to earn, save, and invest. Financial goals should have a sense of purpose behind them, so that we don’t lose sight of the bigger picture and the “why” factor.
Education and accreditations
B.S. in Finance and Economics, Grand Canyon University
Series 65 License
What do you like to do outside of work? What’s your favorite way to spend a weekend?
Outside of work, I enjoy spending time cooking, playing guitar, hiking, and hitting the driving range.
A favorite weekend activity is attending a local sporting event – it doesn’t matter who’s playing, I just love to root for a good game. Some of my all-time favorite sports memories have been at games where I had no loyalties to either team.
What are some of your biggest influences?
Two huge influences in my life are my parents. They have always been such a strong support system, and still encourage and inspire me. My mom instilled the importance of work ethic and self-discipline from a young age, and it’s deep rooted in the person I am today. My dad has always modeled for me how to be a person of integrity – being characterized by intentionality, honesty, and loyalty.
What are the most important lessons you’ve learned in life?
Career oriented: seek to understand, ask questions, listen first and speak second.
Life oriented: always be kind, grateful, and authentic.
Careers
Life Academy