What path led you to wealth management?
I was previously working in sales for a healthcare manufacturer outside of college, when I heard about the opportunity to work for TFO through mutual friends. I was looking for something new and exciting and this seemed like an opportunity I couldn’t pass up.
Why did you join TFO Wealth Partners?
As a parent to young kids, I was drawn to the family-first culture and the mission of TFO to help families connect wealth and purpose.
What most excites you about your work?
What excites me most about my work is being able to connect and learn more about our clients and their experiences.
What has been your most rewarding career experience?
My most rewarding career experiences are all the little things I accomplish daily to help the lives of our clients and colleagues.
What personal accomplishments are you most proud of?
I am most proud of the family I have built. My biggest accomplishment is my husband, three-year-old son, and two-year-old daughter. It is a balancing act to juggle work and family, but I love the beauty in the chaos!
What are some of your life's biggest influences?
My family and friends are my biggest influences. I am lucky to have such a broad net of people in my circle to lean on.
Education
Bowling Green State University
B.S. Sales & Marketing
Hobbies and Interests
- Hiking
- Baking
- Reading
- Yoga
- Spending time with family
