Finance has always interested me, stemming from my time growing up as the neighborhood lawnmower when every dollar that didn’t go towards baseball gear was put into my savings account. I carried that interest through college where I received a financial management degree. Once I’d experienced what we do for people at TFO, it became clear that wealth management is what I’m meant to do.
My first job out of college was selling life insurance for Northwestern Mutual. It didn’t take me very long to realize that I wanted to do more for clients long-term. Tad Sobieszczanski, my college roommate of three years knew I was interested in expanding my experience and had nothing but good things to say about his experience working at TFO. He encouraged me to apply, and the rest is history.
I get to help families plan through and effectively weather complex situations. On top of that, I get to do so alongside a group of exceptional colleagues.
It’s impossible to pinpoint just one moment, but any time I can help give a client peace of mind or make their lives a little smoother during a tough time, it’s a great feeling. This really emphasizes why and what we do here at TFO.
I had the privilege of attending, playing baseball, and graduating from Hillsdale college where I made many lifelong friends.
My parents are two of the hardest working, selfless, and most faithful people I know. I’ve also surrounded myself with an amazing group of friends from several different walks of life who inspire me in different ways.
Hillsdale College
B.A. Financial Management