What’s one word you would use to describe your approach to work, and why?

Value. Try to add value to the team and clients I serve. I believe we all want the best outcomes for each other.

What motivated you to work in this industry, and what do you enjoy most about your role?

I religiously watched a lot of Suzie Orman and Dave Ramsey programs! I was always engaged when hearing the scenarios from the call-ins. In my current role, I become the advisor just like those experts.

If you weren’t in this industry, what career would you have pursued?

I would have to be involved in something that i could pass on to my family.