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What path led you to wealth management?

My journey to wealth management happened through my desire to find a workplace with a passion for helping others that shared the same values as me, and a place that felt like family! Through multiple family members’ referrals, and after gaining some previous experience in a compliance role at the University setting, I began my path in wealth management.

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Why did you join TFO Wealth Partners?

I joined TFO Wealth Partners because I was drawn to their caring and compassionate approach. The family-like environment and positive atmosphere, aligned with my personal values and what I desired in a workplace. TFO is a place you can thrive, contribute, and be part of a team that genuinely cares for both their clients and colleagues.

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What most excites you about your work?

What excites me most about my work is the opportunity to make an impact on people’s lives. Being in Compliance, you are not at the forefront of the client experience, but getting to work with a team who is dedicated to the well-being of our clients, who is driven to be more and continue learning more, as well as the opportunity to work with team members across every area of our business is what excites me!

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What has been your most rewarding career experience?

My most rewarding career experience is the role that I am in today and being able to grow within the Compliance Department at TFO.

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What personal accomplishments are you most proud of?

I am most proud of completing my Master’s Degree while continuing to grow in my career.

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What are some of your life's biggest influences?

My biggest influence is definitely my family. My parents, aunt, and uncles are some of the most hardworking people I know. The work ethic and dedication to family that they have displayed have influenced me in my career and as I work towards building my own family!

Education

University of Toledo
B.B.A HR Management

University of Toledo
Master’s Degree in Public Health

Hobbies and Interests

  • Any outdoor activity with my dogs
  • Golf
  • Beach volleyball

Awards/Recognitions/Designations

Investment Adviser Certified Compliance Professional®

The IACCP® program is co-sponsored by COMPLY and the Investment Adviser Association (IAA).

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