What path led you to wealth management?
Before TDC, I previously worked in the medical field. I enjoyed working with people every day but knew I was ready for a change. Although wealth management is a very different business, I love that I still get to help and engage with various families.
Why did you join TDC?
I heard about this job through a friend of mine who is a TDC team member. When she described the workplace environment at TDC, she had numerous positive things to say about the company, its people, and their commitment to helping families. I instantly knew it was somewhere I wanted to be. The idea of “helping families be families” really resonated with my values and was a driving force for me to join this company.
What most excites you about your work?
Both the clients and my co-workers make each day enjoyable. Everyone is always wanting to help and lend a hand. When you work with people who genuinely love what they do it, makes the work environment that much more pleasurable.
What has been your most rewarding career experience?
The new possibilities here at TDC feel endless, and I would like to make the absolute best of them. I want to push myself out of my comfort zone and see what I can accomplish both for myself and our client families.
What personal accomplishments are you most proud of?
My family is my biggest accomplishment. For me, the most important things in my life are my husband and three-year-old son. My husband travels a great amount for work, so it takes a lot of time and patience to balance everything. I am proud of my ability to manage it, even as it is still a work in progress.
Why do families need to be stronger, closer, and wiser?
We can learn a lot from our families. I think it is so important to stick together and learn from each other. The more a family can act as a unit, the more successful they can be. Having a good foundation is so important for the younger generations to grow and succeed.
What do you like to do outside of work? What’s your favorite way to spend a weekend?
I love to spend most of my time outside and on Monday’s I also play in a women’s league. My husband and I love to be around family and friends. Regularly we take weekend trips back to my parent’s home in Chicago and try to get out and play golf whenever we can. My son and I enjoy exploring the various Metroparks around our area and going on bike rides.
What are some of your biggest influences?
The two biggest influences in my life are my parents. My dad traveled a lot for work but always put our family first in such an amazing way. My mom held down the fort by herself when my dad was working, and then they became an extraordinary team when he came home. Watching them raise our family and then getting to enjoy the fruits of their labor has been inspiring.