My role at TFA
As an Associate Advisor, I support several advisors in developing and monitoring our client’s financial plans, assisting in meetings, and following up on planning recommendations and tasks. I recently passed the Certified Financial Planner™ exam and am completing the experience requirement.
I am a firm believer in the power of financial literacy and the positive impact it can have on people in all stages of life. I want to advocate for better financial literacy through prudent financial planning, having seen how it can completely 180° a family’s future.
My life outside of TFA
I love working out – anything from early morning HIIT and weights to Pilates and long walks, I am always keen to keep moving throughout the day.
Having majored in theatre, I exercise my creative skills outside of work. Acting, singing, dancing as well as sewing, embroidery, and floral art fill up my time when I’m not working out or studying.
My husband is my best friend and I’m grateful for every day with him.
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