Who makes up your family? Me and my four children.
What do you enjoy most about your work? Our clients! The best part of my day is getting to meet with clients whether in person or remotely. They are the best!
What expertise do you bring to clients? My foresight and attention to detail are helpful in my roles with new client onboarding, assisting our advisors, and the estate planning process.
What is your idea of serious freedom? For myself, freedom is tied to peace. Life doesn’t come without unexpected surprises, but feeling peace throughout it all is something you can’t put a price on.