- Why did you join TFO Phoenix?
I joined TFO Phoenix because I believe the company truly lives and breathes by the same values I do when it comes to wanting the absolute best for clients. This was shown to me by every employee through my interviews.
- What path led you to wealth management?
Since I was a child, I have looked for ways to help people achieve their goals and have learned about different paths to managing the success others had achieved. I have traveled and lived in many places which taught me that success/wealth is not defined the same for any two people… This passion led me to the accounting field and the financial sector. The combination of the two studies grew my understanding of how wealth can be created, managed, and shared in the most advantageous ways.
- What has been your most rewarding career experience?
The most rewarding career experience has not yet happened. I am in the process of getting my CPA and the day I pass the final test will be such a personal victory!
- What most excites you about your work?
The most exciting part about my work is knowing that I can help our client families work towards achieving success.
- What do you enjoy most about your role at TFO Phoenix?
The highlight of my role at TFO Phoenix is that I am able to meet different families at various stages in their lives and learn about what they want to accomplish in the future. I then get to be a part of helping them to achieve it.
- What personal accomplishments are you most proud of?
My most proud accomplishment is watching my two toddler boys grow into good people. Showing them how to love and respect one another, other people, and animals and then watching them display this is empowering.
- What are some of your biggest influences?
Two of my biggest influences started in my childhood. The first was seeing the man who raised me become paralyzed from a brain tumor when I was in Kindergarten. Even with his struggles, he still to this day never lets his smile leave his face. He taught me to always find positivity in every situation. The other has been watching my disabled little brother beat all the doctors’ odds of survival. He taught me that willpower, strength, and determination are mighty forces to be reckoned with.
Another big influence is a professor I had in college who challenged me daily to push myself further than I thought was possible. She had very high expectations on assignments, required detailed documentation and thorough research, and didn’t take less than what she believed was your 100% effort. She showed me that I was capable of more than I thought and to dream bigger.
- Why should families connect wealth and purpose?
Families should connect wealth and purpose because it gives you a goal to accomplish. If you are trying to build wealth with no reason behind it, you will generally lose sight of the objective and never accomplish what you set out to do. Purpose can give you drive and motivation to push yourself to your fullest potential and to even exceed the initial goal you created which then challenges you to dream bigger.
- Education and accreditations
Bachelors of Science in Business Administration from Southeast Missouri State University
Masters of Business Administration from Grand Canyon University
- What do you like to do outside of work? What’s your favorite way to spend a weekend?
Outside of work, I can be found hiking on the side of a mountain, playing at a dog park or a playground, having Nerf gun wars with my toddlers, finding some new place or type of food to try, or doing crafts. We are a very outdoorsy, adventurous family.
- What are the most important lessons you’ve learned in life?
The most important lesson I have learned in life is to “never let the fear of striking out keep you from playing the game” – Babe Ruth. When you have a dream, never accept that you can’t do something or that it cannot be achieved. You may have to try many avenues before you have the success you want and you may get many doors shut in your face, but never stop trying. Determination to succeed will always overshadow the devil’s advocate.