What do you do (in the context of work at PWM)?
Getting to know the client is my most important role. By doing so, I can assist the advisor in building a comprehensive financial plan that aims to cover all aspects of every client’s needs.
What are your values and how do they inform your career?
Servitude, gratitude, and compassion. The combination of these three values guide my decisions every day.
Who are you?
Whether it be snowboarding, hiking, or camping, sign me up for all of it. Physical activity keeps both my mind and body healthy and happy. Aside from the outdoors, I love cinema. Whether it be trying to write a screen play or seeing the latest A24 drama in theaters, the cinema art forum truly fascinates me and provides a creative outlet.
If you could choose anyone (dead or alive) to be your mentor, who would you choose and why?
Nelson Mandela. He was imprisoned for 27 years (!!!) yet still found compassion in his heart to develop the Truth and Reconciliation Commission during his first term as President of South Africa. His capacity for love and compassion is inspiration to this day.
What is a fun, unique fact about yourself that people likely don’t know?
I am 0-1 as a USA amateur boxer.
What is your favorite motivational quote?
“All you can take with you is that which you’ve given away” – Clarence Angel second class. “There can be no greater gift than that of giving one’s time and energy to help others without expecting anything in return” – Nelson Mandela