What do you enjoy about your role?
I enjoy being a valuable resource and help for not only our clients but our team as well. I enjoy helping our clients reach their goals of financial independence and stability.
What do you think constitutes success?
I believe success is constituted by the amount of people you can help and leave a positive influence on. Success can also be measured by personal happiness and personal financial growth.
What do you enjoy outside of work?
Outside of work my favorite hobbies/activities include: Rock climbing/bouldering, vintage clothing, flea markets, and spending quality time with family & friends.