What most excites you about your work?

I’m energized by learning about the families that we serve and building good relationships. Creating solid partnerships helps chart the course for navigating a financial world that is unique to each situation and often complex. I’m also motivated by the vibrant nature of the wealth management industry, which requires constant learning and growth.

Why did you choose TFO Family Office Partners?

When my husband and I made the decision to relocate to Phoenix (where I’m from originally), I wanted to take the opportunity to work directly with families to help support their financial futures. I was impressed by what I believed to be TFO’s sincere dedication to clients with its full-service offerings. I knew that I could pursue my career passions here.

What are some of your life's biggest influences?

Without a doubt, my parents have had the most influence on who I am today. Although my mother has always had a demanding career, she’s always found time to cook us meals and help soothe my daughter in the middle of the night. We don’t know where she gets the energy, and our best guess is that she “runs off of love.” My dad has always been a steadfast heart in our family, never missing a childhood sports game and always at the ready to share a joke and make your day better. From them, I’ve learned to value family first.