- What path led you to wealth management?
My passion for helping people. I have always been interested in the wealth management industry which is what lead me to get my degrees in Accountancy and Finance. It is very rewarding developing relationships and helping clients reach their financial goals.
- Why did you join TFO Phoenix?
I joined TFO Phoenix because I believe it is a great team of people, and the holistic approach we take in advising our clients. I like that we are a one-stop shop that clients can go to in order to help solve their financial challenges.
- What has been your most rewarding career experience?
My most rewarding career experience has been creating relationships with clients to help serve them and help their families reach their goals.
- What personal accomplishments are you most proud of?
I am most proud of obtaining my degrees in Accountancy and Finance. I was challenged by the choice of going down the Finance path or the Accounting path but have always had a passion for both. At TFO, I can utilize both of my degrees because of the holistic approach that we take towards helping clients in many aspects of their lives whether it be preparing their tax return, or creating a wealth plan.
- Education and accreditations
B.S., Accountancy & Finance, Arizona State University
Certified Public Accountant
Series 65 license
CERTIFIED FINANCIAL PLANNER™ professional
- What do you like to do outside of work? What’s your favorite way to spend a weekend?
I grew up playing baseball, so I love going to baseball games, exercising and spending time with my family.
- What are some of your biggest influences?
I have learned that everyone you meet knows something that you don’t know. Building relationships with people excites me because we can help each other grow.