While studying finance at Trine University, I was actively involved in serving the community. As I learned more about financial planning and wealth management, I realized it was a career where I could make a difference in people’s lives while applying my interest in finance. While studying finance at Trine University, I was actively involved in serving the community. As I learned more about financial planning and wealth management, I realized it was a career where I could make a difference in people’s lives while applying my interest in finance.
I joined TFO because the firm’s core values closely align with my own and because of its long-term commitment to helping families connect wealth and purpose. I also appreciate the positive, team-oriented culture and the genuine care the firm shows for both its clients and employees.
What excites me most is the opportunity to make a positive impact on the lives of the families we serve. I also enjoy that every day brings new challenges and opportunities to learn, grow, and help others.
My most rewarding experience has been seeing the impact TFO has on its clients. Helping families connect their wealth with their purpose and seeing the positive outcomes firsthand is what makes work rewarding.
One of the accomplishments I am most proud of is graduating from Trine University in three years with a Bachelor of Science in Business Administration while earning Magna Cum Laude honors.
My biggest influences have always been my mom and dad. They taught me the importance of faith, family, and a strong work ethic. I am forever grateful for their continued love and guidance.
Trine University
B.S. Business Administration
• Spending time with family and friends
• Golfing
• Skiing
• Fishing
• Spending time outdoors