What path led you to wealth management?
My passion for numbers/finance, and the desire to help others. Being able to work with clients on a daily basis and build a relationship with them while helping them and their families makes every day enjoyable. This is truly something I know I will enjoy for years to come.
Why did you join TDC?
I have always enjoyed numbers and helping others. Throughout college, I realized the best way to combine my passion for helping others and numbers would be through wealth management. I began in the wealth management industry by working for Edward Jones but quickly realized that while this was the field I wanted to be in, it was not the right business for me. I came to learn about TDC and its “Why” of helping families. TDC helps families become stronger, closer, and wiser. TDC is held to a fiduciary standard of care that means always acting in the best interest of our clients. I quickly realized there was no other place in the wealth management industry I would want to work.
What most excites you about your work?
Helping families be families, stronger, closer, and wiser, and knowing that every day I am helping a family in one way or another.
What has been your most rewarding career experience?
Working at TDC and being able to help our clients and their families while being surrounded by incredible colleagues. I grew up in a small town that had the motto “It’s the People”. It has always been the people for me.
What personal accomplishments are you most proud of?
I am most proud to have attended and graduated magna cum laude from Hillsdale College.
Why do families need to be stronger, closer, and wiser?
Families are the core of our country, community, and play a major role in who we are as individuals. Having a family that is stronger, closer, and wiser has a ripple effect that extends to family generations and around the world. Being able to give a family financial peace of mind allows them to focus on their family and the things that really matter, like spending time with their loved ones and passing on family values.
What do you like to do outside of work? What’s your favorite way to spend a weekend?
I love spending time with family and friends. I also like going to the gym, being outside, playing soccer, and golfing. In addition to that, I frequently travel and make it a point to take one or two big trips a year, often to a foreign country.
What are some of your biggest influences?
Personally, my parents are my biggest influences. They instilled in me at a young age the value of hard work and how to truly care for others.