What career advice helped you?
“Believe you can and you’re halfway there.” – Theodore Roosevelt
What is your finance book recommendation?
The best book that I’ve read this year is The Psychology of Money by Morgan House
What do you think the future of financial services holds?
I believe the future of financial services is both exciting and full of opportunities.
In what way?
We live in a world where creating wealth has become increasingly accessible, yet many people struggle with managing it effectively. This presents a significant opportunity.
What is your superpower as a team leader?
My job is to ensure that our Client Relationship Management team hits all the right notes, creating harmony between our Financial Planners and clients. I’m constantly tuning our processes, fostering growth, and making sure everyone is playing at their best. It’s all about keeping things running smoothly while helping our team level up and stay ahead of the game!
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