Why did you join TFO Phoenix?
I joined TFO because I saw the opportunity to work with a team of knowledgeable and caring people who take pride in helping their clients match their wealth with their purpose.
What most excites you about your work?
I enjoy being able to go beyond just preparing and reviewing a tax returns. Being able to work directly with clients and see the bigger picture makes my work feel vital and fulfilling.
What do you enjoy most about your role at TFO Phoenix?
Being part of a team. From the first day I started working at TFO, I was greeted with genuine warmth and enthusiasm.
Education and accreditations
Master of Taxation – Arizona State University
Bachelor of Science, Accountancy – Arizona State University
What do you like to do outside of work? What’s your favorite way to spend a weekend?
Gardening is one of my greatest passions. Observing and participating in various plant cycles highlights how every process or step is vital to achieving a desired outcome; in this case, delicious food I can enjoy with my family and friends. There is just no better way to enjoy a Saturday morning.
What are the most important lessons you’ve learned in life?
The importance of actively listening to people. I learned early on in my career that the actual words said tend to be just the tip of the iceberg. You must pay attention to how, why, and where it is said to truly get the whole picture.