- What path led you to wealth management?
I’ve always had an interest in finance. As a little girl, my father would let me pick stocks in my college savings account, so I was constantly following the market. In college, I studied business and finance. After I graduated I wanted to work in the industry I have been following all these years.
- Why did you join TFO Phoenix?
I joined TFO Phoenix because of the firm’s core values. I admire a company that puts such strong value on both their clients and employees.
- What has been your most rewarding career experience
Growing and evolving in the financial industry. I began my career at a discount brokerage firm, placing trades over the phone but not making any sort of connection with clients. I am now working for a firm that truly values their client relationships, which is truly rewarding.
- What personal accomplishments are you most proud of?
In college, I took a leap of faith and decided to study abroad in China. I spent four months in a country where I barely spoke the language and everything was completely different from what I’d known for 19 years. Looking back, it was one of the best experiences of my life so far.
- Education and accreditations
Series 7 and Series 63 License, August 2012
University of Arizona, B.S., Business Management with a specialization in Global Business
- What do you like to do outside of work? What’s your favorite way to spend a weekend?
I love to run, bike, and enjoy the beautiful Arizona weather. I also enjoy cooking, traveling, and spending time with my family and friends.
- What are the most important lessons you’ve learned in life?
“Life is a series of natural and spontaneous changes. Don’t resist them; that only creates sorrow. Let reality be reality. Let things flow naturally forward in whatever way they like.” – Lao Tzu