- What path led you to wealth management?
I’ve always had an interest in finance, from auto financing back in the mid-90s to managing processes in the credit card industry through Y2K. Later, running my own small business perked my interest further in accounting, taxes, and how to keep some money in my pocket.
- What most excites you about your work?
I was aware of the culture at TFO prior to starting here and saw it clearly throughout the hiring process. I’ve been around toxic work environments and disconnected management, so coming here where everyone wants you to succeed is a welcomed breath of fresh air. Having a chance to help shape firm processes during this time of growth is what I most look forward to.
- What do you enjoy most about your role at TFO Phoenix?
Getting to learn the technical side of what the software can do and how we can integrate and automate it to do so.
- What personal accomplishments are you most proud of?
I have five daughters who are all doing well and have not forgotten where they come from. Watching them make wiser decisions than I did at their ages has been my greatest accomplishment thus far!
- What are some of your biggest influences?
My family’s work ethic and “living pono” have been the strongest influences in establishing my life’s values while growing up. In more recent years, it’s been close friends willing to pop me in the back of the head when I stray from those values!
- Why should families connect wealth and purpose?
Money can’t buy happiness, but by adding purpose families can have a positive influence on others. Stewardship for the betterment of family and community can bring a better sense of fulfillment and a more desirable quality of life.
- Education and accreditations
Occupational Association Degree in Mechanical Drafting
Bachelor of Science in Business
- What do you like to do outside of work? What’s your favorite way to spend a weekend?
I’ve played sports since I was five years old and now, I enjoy being a spectator and living vicariously through my daughters and their sports.
- What are the most important lessons you’ve learned in life?
Making time for family and keeping a short list of very close friends you can trust. The lesson I am still learning is to find balance in life.