What do you enjoy most about working in this industry?

Working for a firm that serves clients with such diverse backgrounds is a privilege, and I take immense pride in providing exceptional client service. I also enjoy learning about the market, economic trends, and how those impact the strategies we create for our clients.

What is one piece of advice you would give to someone just starting out in your field?

Prioritize excellence in your work and seek inspiration from those who excel. Embrace challenges and go beyond expectations, without seeking external validation. Remember, the more you strive, the more opportunities will come your way.

What are some important skills or traits that you believe are essential for success in your role?

Display pride in your work and maintain strong collegial relationships for success in any role. Embracing both the triumphs and challenges with a positive mindset will propel you forward in your career journey.

What do you believe sets the BHPW team apart from others in the financial planning industry?

BHPW has been an exceptional place to grow and experience the true meaning of camaraderie. Our frequent and fun team-building activities have fostered a sense of unity and collaboration that extends beyond the workplace. I couldn’t be happier to be part of this passionate and supportive team.

What is something people might be surprised to learn about you?

I’m a car enthusiast with a passion for all types of vehicles. My first car in high school was a manual transmission Mustang, and it sparked my love for cars that led me to a wonderful community of fellow enthusiasts I still call friends today.

If you could travel anywhere in the world, where would you go and why?

I would love to travel to Thailand as I’m drawn to the stunning beaches and vibrant culture, but it’s the allure of the martial art of Muay Thai that truly calls me. I once practiced this martial art in my early twenties and am deeply fascinated by its discipline and cultural significance.


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