What do you enjoy most about Adero?
Being able to work with intelligent and supportive people every day who are passionate about helping our clients achieve their goals.
What personal accomplishments are you most proud of?
Successfully pivoting my career path from engineering to wealth management. It has been both challenging and rewarding, however, I look forward to continually improving as I currently pursue the CFA designation.
What do you love to do outside of work?
I enjoy hiking, staying active, and challenging myself. I believe in keeping a sound body and mind. On top of that, I love spending quality time with family and friends.