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.
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.
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!
My most rewarding career experience is the role that I am in today and being able to grow within the Compliance Department at TFO.
I am most proud of completing my Master’s Degree while continuing to grow in my career.
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!
University of Toledo
B.B.A HR Management
University of Toledo
Master’s Degree in Public Health
Investment Adviser Certified Compliance Professional®
The IACCP® program is co-sponsored by COMPLY and the Investment Adviser Association (IAA).