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What path led you to wealth management?

After initially pursuing early childhood education and dedicating four years to missionary work, I discovered an unexpected opportunity in wealth management. Embracing this chance at TFO, I could combine my passion for helping others with the financial world.

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Why did you join TFO Wealth Partners?

I joined TFO Wealth Partners due to their impressive culture and high standards. Their rigorous hiring process assured me of working with motivated, like-minded individuals, making it an exciting opportunity I couldn’t pass up.

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What most excites you about your work?

The continuous potential for growth excites me most at work. I thrive in challenging environments that encourage exploration and embrace new experiences. TFO offers ample opportunities for personal and professional development, fostering my passion for learning and leading to fulfilling daily experiences.

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What has been your most rewarding career experience?

My most rewarding career experience has been the opportunity to assume three different roles within my first year at this company. This experience allowed me to collaborate with various teams and engage with clients in diverse capacities, leading to a well-rounded skill set and personal growth.

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What personal accomplishments are you most proud of?

I take pride in embracing new opportunities and change, even in unexpected situations. Saying yes to these experiences has led to remarkable growth and opened doors I never imagined. I’ve learned that failure is crucial for personal development, making me stronger and more resilient. My journey of self-discovery fills me with pride, and I look forward to embracing more challenges and opportunities ahead.

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What are some of your life's biggest influences?

Some of my biggest influences are the individuals in my life who refuse to settle for mediocrity and instead have grand dreams and visions for their lives. My older brother, Patrick, has been a significant role model in this regard. Moreover, my parents have always encouraged us to dream big and pursue our passions, instilling in me the belief that anything is possible with dedication and ambition. These influences have shaped my outlook and drive me to reach for ambitious goals.

Education

The Ohio State University
Early Childhood Studies

Hobbies and Interests

  • Pickleball
  • Rollerblading
  • Gardening
  • Refinishing furniture
  • Being in the sun
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