What is the mission of your business?
I truly love helping clients reach their goals, whether it is sending their children to a certain college, creating a gifting legacy, or retiring early; my mission is to help my clients build a plan that helps them live a life they love. I take a comprehensive approach to understanding the financial decisions in my clients’ lives so that I can create recommendations personalized to each individual. The fun part is working together to see those goals become reality!
How did you get involved with this business?
I was extremely fortunate to work with a team of wealth advisors as a client service associate. After a few months of working with clients, I knew that was where I was meant to be. I decided to join the advisor training program and study to become an advisor. It has been such a rewarding decision; I love having the opportunity to partner with families and organizations to create strategies to meet their needs.
What do you like best about your line of work?
The relationships with clients and their families. This is hands down my favorite part of the work I do. I love the energy of the investment markets and I enjoy the detail of creating portfolios and financial plans, but working with clients is my favorite part of every day. We become a big extended family!
How has your life experience made you successful in your
Growing up, I was taught to treat others the way I want to be treated, and I use that principle as the foundation for all of my relationships. I also had a wonderful mentor who taught me the fundamentals of the business and encouraged me to keep learning and growing. He taught me to always put the client’s interests first, and I apply that to every aspect of my business today.