What’s one word you would use to describe your approach to work, and why?
Serviceable. I am always ready to serve diligently and collaborate with our team to fulfill our clients’ needs.

What motivated you to work in this industry, and what do you enjoy most about your role?
My passion for engagement and customer satisfaction. What I enjoy most about my role is that I get to work with goal-oriented teammates who are passionate about customer satisfaction as well as helping families build generational wealth.

If you could share one piece of professional advice with clients, what would it be?
Always be in the know, and never make assumptions when it comes to your legacy.