- What path led you to wealth management?
My education and my interest in finance. My undergraduate degrees in Finance and Accounting, along with a Masters in Taxation gave me a broad understanding of financial topics. In wealth management, I knew I would get an opportunity to utilize all of the different aspects of my education to help solve people’s problems. I have always had an interest in assisting families to achieve their personal and financial goals and there is no better way to do that than working in wealth management.
- What most excites you about your work?
At TFO Phoenix my work is challenging. Every day I am working on something new and enhancing my skills. I also enjoy my co-workers, as they are helping me grow professionally and personally.
- What personal accomplishments are you most proud of?
I can’t say I have a single personal achievement that I am most proud of; I’m proud of everything I do. If I had to choose one, it would have to be graduating with a Master’s degree in Taxation from Arizona State University. I still remember all of the hard work I had to do to complete my education after moving to the U.S. At one point, I was working 60 hours a week while also going to school. In the end, all my hard work paid off and it was definitely worth it!
- Education and accreditations
M.S., Taxation, Arizona State University
B.S., Accounting and Finance, Arizona State University
- What do you like to do outside of work? What’s your favorite way to spend a weekend?
I enjoy spending time with friends and family, playing cricket, basketball and soccer, and reading to keep up on both global events and tax-related information.
- What are some of your biggest influences?
My parents have definitely been the biggest influences in my life. Whatever I am today is because of them. They have taught me to be who I am and not pretend to be someone I am not. My Mom has taught me to be kind, loving and has shown me the path that would help me succeed in life.
- What are the most important lessons you’ve learned in life?
Hard work will always beat talent, but when talent starts working hard, it’s an unbeatable combination. Failure is good; it’s evidence that you tried. Expect and accept that failure is part of the experience. Learn from it and move on. Always go with yourself, never against yourself. Be grateful for all you have, and try to laugh, smile and be kind, especially in sad situations.