question-icon

What path led you to wealth management?

I took an accounting class in high school that sparked my interest in a career in some type of finance. In college, an investment class directed my focus toward investments and wealth management.

question-icon

Why did you join TFO Wealth Partners?

After 30 years with another financial firm, I was looking for a change. I connected with Brady Fineske, the President of TFO, who I worked with years ago, and found they were hiring. After meeting with Brady, and several other members of the executive team, I really liked the core values at TFO and felt a position on their operations team would be a great fit.

question-icon

What most excites you about your work?

Helping colleagues learn about the industry and navigating through the processes on the operations team.

question-icon

What has been your most rewarding career experience?

Being hired right out of college with no experience and expanding my knowledge in the industry for the last 30+ years.

question-icon

What personal accomplishments are you most proud of?

My ability to be patient and understanding.

question-icon

What are some of your life's biggest influences?

My parents have been my biggest influence both personally and professionally. They encouraged me to be “the best I can be at everything I do”, whether it be in sports, my career, and as a person. My father was an engineer and taught me to work hard, try to figure things out on my own, and most of all, to treat others the way I would want to be treated, with kindness. He always told me “Kindness is infectious.”

Education

Bowling Green State University
B.S.B.A – Finance

Hobbies and Interests

  • Baking
  • Gardening
  • Playing card games
  • Boating
white-dots white-dots

Ready to review your current wealth plan?

Getting started is easy. Set a time to talk.

Let’s Talkarrowarrow