Meet the Team through our Speed Dating Round #9
Get to know our experts with our "Speed Dating" Q&A! These quick, light-hearted questions reveal their
personalities, passions, and approach to financial planning, plus a few fun surprises along the way.
What inspired you to work in financial planning, and what do you love most about it?
I’m a people person at heart, so financial planning provides me with the perfect blend of problem-solving and
genuine connection. I love chatting with clients, understanding what matters to them, and helping them build a
financial plan that aligns with their goals.
If you could give your younger self one piece of financial advice, what would it be?
Stop comparing your financial progress to others. Your journey is your own, and you’re not behind.
If you weren’t in financial planning, what career would you be in?
If I weren’t in financial planning, I’d probably be in radiography. I’ve always been interested in health, and I
love the idea of working closely with people while helping diagnose and solve problems.
What’s one small financial habit that can make a big difference over time?
Waiting 24 hours before buying something you didn’t plan for. Most “wants” fade overnight.
What’s one meal you could eat every day and never get sick of?
Probably a big bowl of mixed veggies; roasted, stir-fried, steamed... I’m not picky! I always seem to reach for
the veggies first in any meal!
If you could have dinner with any three people, living or dead, who would they be?
Jackie Chan, Bruno Mars, Summer Walker.
What’s one thing on your bucket list that you haven’t done yet?
Scuba diving; I haven’t done it yet, but it’s definitely on my list. I want to see the underwater world… and
hopefully not freak out when a fish swims too close!
