In high school, I shadowed our local Edward Jones financial adviser. She showed me how that occupation can positively impact people’s lives. After I saw it first hand, I was driven to pursue this career. I truly hope I can make a difference in our clients lives.
Most job opportunities in the financial industry are structured the same. You usually have to build your own book of business or somehow get roped into selling products. I joined TFO because it is the exact opposite. TFO is structured in a way that provides young people with a lot of opportunity for unlimited growth, while learning under seasoned advisors.
My team truly makes coming to work every day worth it. We have great communication, and this allows us to provide the best experience for each of our clients.
A prospect that has always handled their financial matters by themselves thanked our team for everything that we prepared for a meeting. As I was taking notes in the meeting, it truly made me happy inside that the materials I prepared made them more comfortable in their future.
I earned a four-year college degree in three years while working 30 hours a week and 15 hours on the weekend. This has taught me that I can do anything I set my mind to.
My mom is the biggest influence in my life. She has taught me to turn life’s lemons into lemonade. My Aunt Nancy has also had a big influence on my life. She has shown me how to be true to myself and remain strong in my faith.
The University of Toledo
B.B.A. Finance