What path led you to wealth management?
I originally started in the retail banking sector. I then grew into a wealth management role after attending a meeting with a retail family being introduced to the asset management sector. In the meeting, I watched others explain and show what they did. This made me realize that this was the field I was deeply passionate about. I immediately enjoyed the tailored holistic approach, the attention to detail, and the feeling that I was truly bringing value to families.
Why did you join TDC Investment Advisory?
I joined TDC Investment Advisory through my colleague, Sarah Sherwin. We shared the same mentor, the same previous position, and most importantly the same values. TDC was the perfect fit for me!
What most excites you about your work?
I really enjoy working with my team. It is inspiring to see everyone’s talents and passions for helping others come together cohesively.
What has been your most rewarding career experience?
My most rewarding career experience has been providing financial education and literacy to Toledo Public School students and their families.
What personal accomplishments are you most proud of?
I am most proud of the relationships I have with my family and friends no matter what the distance might be. I love being a part of integral life events for my loved ones: homeownership, graduations, engagements, weddings, and now new members of their families. Being present for those big moments to show them support is extremely important to me. I am blessed to be able to share in the excitement as we all start our new chapters.
Why do families need to be stronger, closer, and wiser?
Families need to be stronger, closer, and wiser to really focus on what matters – being a family. When there is a team behind a family to make sure goals are aligned, affairs are in order, and there is a stream of effective communication, families can focus on their values, traditions, and time together.
What do you like to do outside of work? What’s your favorite way to spend a weekend?
Outside of work you can find me kayaking on the Maumee River, boating on Lake Erie, or enjoying time with friends and family. We also have a rescued Siberian Husky who keeps us very active by hiking the Metroparks and visiting dog-friendly local breweries.
What are some of your biggest influences?
My biggest influences are my parents. They taught me to work hard, do my best, and create a life to be proud of.