What sparked your interest in financial planning? What fuels you every day in your work?
I’ve always believed that success in any area of life begins with a structured plan. This is especially true when it comes to one’s financial future. Once I understood this, making my way into an industry that can support individuals with this process was a no brainer. If I can help people in achieving long-term success, what can be better than that?
What do you feel is a strength that you have?
Attention to detail cannot be understated, especially when dealing with individuals’ personal finances. Being able to scrutinize the smaller details to help create a probabilistic future for others is something I strive for, both in my personal life and professionally.
What do you enjoy most about working at Modera?
Modera offers a sense of community. Everyone is quick to help and dedicated to ensuring each other successes.
When you retire you’re going to…?
When I retire, I hope to continue living an exceptional life surrounded by my family and friends. All the travel, adventures, and small moments I hope to have will only be enhanced if I do it with the people that matter most.
Marist University,
BBA in finance
