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What path led you to wealth management?

I started my career journey as a systems administrator in higher education, managing a technology platform. Through this experience, I discovered a passion for helping people through problem-solving technical issues and training colleagues on system features. I wanted to continue this work and expand to other technology platforms to make an even greater impact, which led me to an opportunity to manage the financial technology suite at TFO Wealth Partners.

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Why did you join TFO Wealth Partners?

TFO Wealth Partners lives by a set of core values that closely align with my own personal core values. It was great to see that these values are instilled in the work we do, and among each other as colleagues. Together we are fun, selfless teammates who constantly strive to do more for our clients.

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What most excites you about your work?

What excites me most about work is the opportunity to learn and develop professionally while helping others continuously.. Each day, I get to collaborate with a team of talented individuals, problem-solve technical issues, and be innovative.

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What has been your most rewarding career experience?

It has been a rewarding experience that in just a few months at TFO Wealth Partners, I have already implemented new technology platforms for the team. I recognize the importance of being equipped with the proper technology to empower others to be successful and increase the impact of our work.

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What personal accomplishments are you most proud of?

I am most proud of further pursuing my education and obtaining my Master of Business Administration.

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What are some of your life's biggest influences?

My parents have been the biggest influence in my life. They instilled in me the values of perseverance, kindness, and gratitude. Leading by example, they have shown me how to navigate challenges with a positive mindset and strong work ethic. My parents continue to shape my life, both personally and professionally.

Education

The University of Toledo
B.S. Pharmaceutical Sciences
M.B.A. Leadership

Hobbies and Interests

  • Hiking
  • Pickleball
  • Golf
  • Skiing
  • Traveling
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