I was drawn to wealth management because of the universal nature of the importance of financial health. While we are all on our own journeys to build wealth and find our purpose behind it, we all need someone to help guide us through that.
Finding someone you trust is such an important factor to help guide your family through their wealth management journey. I joined TFO because I would trust everyone in our company with my own family’s wealth, and I wanted to surround myself with great people.
I enjoy how involved we are with the client families we work with, and the relationships that are built. Our work is a lot more than just investment advisory and it is different depending on each family’s needs. The variability of this, combined with being able to help others, excites me about my work.
I find reward in being able to look back at the accumulation of the efforts of all of those on the team, ranging from little to big moments, where we are all working towards the common goal of helping families.
I’m most proud of establishing a career for myself. As my life evolves, I look forward to maintaining and setting different goals and accomplishments for myself.
My parents have led a great example for me. My grandparents are also large influences and I’m thankful for the time I was able to have with them.
Hillsdale College
B.S. Accounting
Series 65