“Strive not to be a success, but rather to be of value.”
– Albert Einstein
So much of who I am was molded on the soccer field. I was fortunate to play soccer in college at the division I level, and relished in the competition. More importantly, I gained an appreciation for teamwork, communication and a strong work ethic necessary to achieve a common goal. I’ve parlayed this game and the life experiences it offered into my role in the financial industry for over 17 years.
It wasn’t only the game of soccer that shaped me. My father, a financial advisor, demonstrated the importance of building meaningful and personal relationships. He had a wonderful way of connecting with clients. Growing up with a front-row seat to the business gives me the unique ability to understand financial advisors’ needs and form long-lasting partnerships based on trust.
I’m proud to partner with a talented team who empower one another, and value authentically engaging with our clients.