1. What path led you to wealth management?
  • My father ran a small family business, with my mother managing the accounting. I found the work interesting, so I started helping my mother with the books. I quickly became fascinated with accounting and financial management and gained firsthand knowledge of its importance in people’s lives.  This inspired me to pursue accountancy in college and start my career in personal tax. To provide my clients with a holistic and comprehensive financial plan, I obtained my Certified Public Accountant certification and  CERTIFIED FINANCIAL PLANNER™ certification.  I strive and look forward to positively impacting individuals and families by helping them manage their wealth effectively and supporting their personal goals.

 

  1. Why did you join TFO Phoenix?
  • I believe in the firm’s mission and love the business model of holistic services to families.  I was very attracted to the talent, collaborative, and team-driven environment that is TFO Phoenix.

 

  1. What most excites you about your work?
  • I love the balance of the challenge of technical solutions and the personal side of getting to know my clients.  I am passionate about the financial industry and its economic cycles.

 

  1. What has been your most rewarding career experience?
  • Building close relationships with my clients so that we can truly make a difference in their lives.  I also love the technical, creative side of financial planning and enjoy working towards building a strong financial strategy.

 

  1. What do you enjoy most about your role at TFO Phoenix?
  • Wealth management has many facets – technical, personal, and emotional. Helping to address all of these for clients as a team is incredibly rewarding, and TFO Phoenix prioritizes this.

 

  1. What personal accomplishments are you most proud of?
  • My family.  I am incredibly proud of the generous, caring people that my children have become.  My husband and I have been married for over twenty years and have had so much fun traveling and experiencing the world together.

 

  1. Why should families connect wealth and purpose?
  • Building a financial strategy that helps ensure security for their family and business and makes a difference in the lives of others can be extremely fulfilling. The rewards that come from aligning wealth and purpose can be surprising, and I enjoy helping families understand and accomplish that.

 

  1. Education and accreditations
  • B.S., Accountancy, Miami University, Oxford, OH

    Certified Public Accountant

  • CERTIFIED FINANCIAL PLANNER™ professional

 

  1. What do you like to do outside of work? What’s your favorite way to spend a weekend?
  • I love cooking and entertaining family and friends and trying out new restaurants.  Since my children are away at college, my new weekend favorite trip is to catch a football game at University of Tulsa or a basketball game at University of Dayton.  I also am in St. Louis where I work to help solve homelessness in our community.

 

  1. What are some of your biggest influences?
  • My parents. My father has shown me the value of a life dedicated to working hard to provide for his family and always doing the right thing.  My mother has shown me the value of showing kindness to all and serving her family, friends, and community.

 

  1. What are the most important lessons you’ve learned in life?
  • How important listening is.  I focus very hard on listening to my clients, my family, and everyone that I interact with.  I take the time to understand how a person defines success so that we can best provide advice and guidance for their needs.