question-icon

What path led you to wealth management?

Growing up I was always interested in the financial world. In college, I was able to select courses that provided me with a deeper understanding of the space. After college, I knew I wanted to pursue a career where I could help others improve their financial literacy and reach their financial goals.

question-icon

Why did you join TFO Wealth Partners?

Prior to TFO, I worked for a larger firm filled with great employees, but personal connections with colleagues and clients were missing. TFO offered the chance to work with exceptional and caring employees and the ability to build lasting and substantial relationships.

question-icon

What most excites you about your work?

Seeing the direct impact we have on clients and assisting them in achieving their financial goals is what excites me most. Also, working with colleagues who are passionate about helping others and who foster an environment for continuous learning is appreciated.

question-icon

What has been your most rewarding career experience?

Seeing the way TFO comes together to help each of our clients in a personal and caring manner is very rewarding. Being surrounded by knowledgeable colleagues that strive to go above and beyond helps me become better at my job and better at serving our clients.

question-icon

What personal accomplishments are you most proud of?

Graduating from The Ohio State University with a finance degree is an accomplishment I am proud of.

question-icon

What are some of your life's biggest influences?

My parents are my biggest influence – growing up they instilled in me values like a strong work ethic, respect for others, honesty, kindness, and a sense of adventure. I am grateful for the wonderful examples and support system they have provided me throughout my life.

Education

Ohio State University
B.S.B.A. with a Specialization in Finance

Hobbies and Interests

  • Tennis
  • Pickleball
  • Hiking
  • Skiing
  • Cooking
  • Reading
  • Cinema
  • OSU football

Awards/Recognitions/Designations

CERTIFIED FINANCIAL PLANNER™ professional

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

white-dots white-dots

Ready to review your current wealth plan?

Getting started is easy. Set a time to talk.

Let’s Talkarrowarrow