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.
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.
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.
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.
Graduating from The Ohio State University with a finance degree is an accomplishment I am proud of.
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.
Ohio State University
B.S.B.A. with a Specialization in Finance
CERTIFIED FINANCIAL PLANNER™ professional
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.