Wealth Management Advisor - New York City
Backed by over a decade of experience in the financial services industry, I am a Wealth Management Advisor at TIAA. I believe my clients deserve a successful retirement for the hard work they do in their day-to-day lives. I am passionate about working with them to help achieve that success, and I feel privileged to work side by side with my clients. We meet to discuss their short- and long-term goals, and from there, we create a financial plan and discuss recommendations. Together, we create a framework that helps them make financial decisions. I also work closely with my clients to measure progress and ensure we’re staying on track. I earned my bachelor’s degree in finance from the University of Washington. I am originally from Seattle and moved to New York in 2008. I now reside in Brooklyn where I am an avid baker and enjoy running in my free time. I also volunteer with the National Academy Foundation and work with high school students in their Academy of Finance program.