After studying Mathematics and Economics, I knew I wanted to be in the world of finance. I was looking for a career path that would allow me to use my passion for finance in a way that helped others. When I discovered TFO, it was clear that wealth management was the path that would allow me to do just that.
To join the mission of helping families be families, as well as work with what I believe to be some of the best and brightest in the industry.
Helping give our clients a little peace of mind regarding various aspects of their financial lives so they can focus on what matters to them most.
My most rewarding career experience has been seeing the impact TFO has had on our clients. Helping each of our clients reach their own unique set of goals makes every day different and rewarding.
Graduating from Hillsdale College with a degree in both Economics and Mathematics.
Like many people, my parents have been a big influence on me. Watching how they have lived has taught me the value of hard work and perseverance. Another person who has had a major influence on me is the Hillsdale College Men’s Basketball coach, John Tharp. His competitiveness and pursuit of perfection are important values that he instills in all of his athletes.
Hillsdale College
B.A. Mathematics, Economics
Men’s Basketball