My dad had a big red piggy bank that read, “Those who do not save a penny will never have any.” It was my first important lesson about money. Both my dad and his dad were small business owners with the same philosophy of thoughtful decisions and prioritizing savings. It’s the reason my dad was able to fully pay for Queens University for all five of us kids without going into debt. While many of my friends had student loans or worked their way through college, I had the luxury of using my summer job income simply for spending money. What a wonderful gift and even better lesson!
Today in my practice, I work to help clients make the decisions that set them up for their own success with their family’s goals. My role is to listen and learn about their lives so I can develop a personalized financial strategy that serves their unique desires, challenges and lifestyles.
I firmly believe that being smart about a financial strategy involves understanding the investments. Drawing on my teaching background (I taught high school for many years), I hold myself accountable to help clients learn what they don’t know so they can become better informed decision makers.
I love coming to work every day. Not only do I get to help people afford the things that matter most to them, but I develop strong, meaningful relationships with clients along the way. In fact, our entire branch team is relationship-driven and 100% client-focused. The team includes three branch office administrators, 20-year veteran Kim Trenholm, five-year veteran Flo Guo and our newest addition, Simran Sidhu.
Personally, I have a variety of interests. I make quality time for exercise and look for any opportunity to engage my other interests in cooking, reading, travel, music and art. And I’m a long-time member of Kiwanis because I believe in their mission of improving the lives of children and youth in the community – one child at a time.