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What path led you to wealth management?

I had an interest in math and economics starting in high school which continued into my time at Hillsdale College. I was set on majoring in mathematics but throughout college I came to realize I wanted to work more directly with people to help them. I began to explore more of the economics and finance courses and found I liked that material the most and decided that it was what I wanted to do.

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Why did you join TFO Wealth Partners?

I joined TFO Wealth Partners because of the way they fully serve their clients and their families’ financial needs. They care about the people they work for and go beyond the expected for every client. They also had a great atmosphere in the office and with their colleagues that I wanted to be a part of.

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What most excites you about your work?

What excites me most about my work is that I learn something new every day. The work varies from day-to-day, so it never leaves me bored. It is also a place that encourages growth and opportunity for their employees.

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What has been your most rewarding career experience?

My most rewarding career experience is helping out TFO in any way I can – stepping into a role where I can say yes to many things, whether that be in compliance or as a wealth associate.

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What personal accomplishments are you most proud of?

My personal accomplishments I am most proud of are my collegiate basketball career and graduating with honors from Hillsdale.

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What are some of your life's biggest influences?

My parents are my biggest influence. They have supported me through all my life decisions, and have taught me the importance of commitment, hard-work, and flexibility.

Education

Hillsdale College
B.S. Economics

Hobbies and Interests

  • Basketball
  • Beach volleyball
  • Pickleball
  • Painting
  • Euchre
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