What inspired you to choose wealth management as a career?
As a freshman in college, I was interested in corporate finance. However, over the course of my four years at Carthage and with the insight my internships gave me, I found a better way to utilize my finance education. I realized that financial planning would allow me to use my skills in analytical thinking and finance while working with and helping individuals and families – a much better fit with my personality and interests.
Why did you choose to be a part of the BDF team?
I wanted to be a part of BDF because it is a team that works to use their combined skills and knowledge to help others. BDF is full of people with genuine hearts and high ideals. When surveying the other opportunities I had upon graduation, it soon became clear that it was going to be the best environment to work in and give me purpose each day.
What is the one thing you wish every person knew when making financial decisions?
Especially when interacting with my peers, the one thing I wish they understood is this: the sacrifice to save is well worth it in the long run. This has and will continue to help me, and I see its benefits evident in the hard work and thoughtfulness of our clients here at BDF.
Where can we find you when you’re not working?
In most cases, I will either be with my family or my friends. I enjoy spending time playing sports, being in the outdoors, and going on adventures with them. I also love to meet new people and go to new places. In addition, it is important for me to find time to rest by reading.
What defines your own personal “full life”?
For me, having a full life means to be at peace with who I am, and to be growing as a person. I believe it is very important to balance my own spiritual, mental, emotional, physical, and social growth and being. This fullness of life personally then allows me to be diligent, purposeful, and successful at work.