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What path led you to wealth management?

Before TFO, I previously worked in the medical field. I enjoyed working with people every day but knew I was ready for a change. Although wealth management is a very different business, I love that I still get to help and engage with various families.

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Why did you join TFO Wealth Partners?

I heard about this job through a friend of mine who is a TFO team member. When she described the workplace environment at TFO she had numerous positive things to say about the company, its people, and their commitment to helping families. I instantly knew it was somewhere I wanted to be. The idea of “helping families connect their wealth and purpose” really resonated with my values and was a driving force for me to join this company.

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What most excites you about your work?

Both the clients and my co-workers make each day enjoyable. Everyone is always wanting to help and lend a hand. When you work with people who genuinely love what they do it, makes the work environment that much more pleasurable.

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What has been your most rewarding career experience?

The new possibilities here at TFO feel endless, and I would like to make the absolute best of them. I want to push myself out of my comfort zone and see what I can accomplish both for myself and our client families.

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What personal accomplishments are you most proud of?

My family is my biggest accomplishment. For me, the most important things in my life are my husband and three-year-old son. My husband travels a great amount for work, so it takes a lot of time and patience to balance everything. I am proud of my ability to manage it, even as it is still a work in progress.

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What are some of your life's biggest influences?

The two biggest influences in my life are my parents. My dad traveled a lot for work but always put our family first in such an amazing way. My mom held down the fort by herself when my dad was working, and then they became an extraordinary team when he came home. Watching them raise our family and then getting to enjoy the fruits of their labor has been inspiring.

Hobbies and Interests

  • Spending time with my son
  • Hiking
  • Running
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