- What path led you to wealth management?
It started when I took a Dave Ramsey course in high school. I learned that most Americans have limited knowledge on how to manage their finances. I saw an opportunity to help change that. So many people feel that their wealth is a burden. I wanted to help teach people how to use their wealth, so it no longer feels like a burden but empowers them to live their best life. I love being able to work towards building long-term relationships with clients and help them achieve their goals.
- What personal accomplishments are you most proud of?
It was self-funding my study abroad trip to the Czech Republic in college. It was such a rewarding experience to set a goal, work a job, save up my money, and then use it to go on this once-in-a-lifetime trip. It was the first financial goal I had set for myself. It felt amazing to successfully accomplish it.