Taking action to ensure HFA offers the best service possible.
When I returned home after college, I spent four years helping advisory firms market themselves. During that time, I was able to learn a lot from advisors all over the country, with no lesson being more important than always putting the client first.
When I was introduced to Harris Financial Advisors, I knew immediately that they did business the right way, prioritizing the client’s needs before anything else. At HFA we have a team approach to serving our clients, and have the opportunity to exceed client expectations. I am very excited to work for HFA and help our Personal Wealth Advisors with back-office operations.
“The best way to find yourself is to lose yourself in the service of others.” – Mahatma Gandhi
Credentials: B.S. Economics, working towards the Certified Financial Planner™ designation
To absorb as much knowledge and experience as I can from the professionals at HFA.
Since I recently moved closer to the South Bay, I’ve begun exploring local young professional associations, youth programs, and local hot spots for food and hiking.
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