Upon graduation from The Ohio State University, I worked for a Fortune 500 company in a variety of roles including sales, financial analysis, and sales management. Transitioning to wealth management allowed me to combine my passions of finance and helping people.
I was looking for a role that would be rewarding and allow me to provide value by helping others. TFO provided me with the opportunity to work for a leading independent advisory firm where they act as a fiduciary by always putting the interests of their clients first. I was impressed how TFO is a full-service firm, providing services well beyond just wealth management.
Ultimately, our goal each day is to help families. Understanding the impact and value of our work keeps me motivated.
Working as a retirement adviser to develop comprehensive retirement strategies for plan sponsors and participants and help guide them to be able to meet their goals, retire, and live their desired lifestyle.
I am influenced most by my faith, family, and friends. My parents have had a big influence on my life especially in terms of work ethic and character. My friends bring positivity and cause me to always find joy in situations.
The Ohio State University
B.S. Business Administration
Chartered Retirement Plan Specialist (CRPS®)
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