As an Associate Advisor at Paracle, I use analytical tools and analysis to ensure that financial plans are documented and achievable. My goal is to help communicate this to the Lead Advisor and the clients we serve. I continually review investment portfolios to confirm they remain in alignment with long-term strategic allocations and objectives. Additionally, I review plan progress over time and work with Lead Advisors to help monitor, implement, and communicate that progress to ensure the families we serve feel confident in all aspects of their financial life.
I call it kismet. I was looking for a new job and my previous boss recommended that I reach out to his friend EJ at Paracle. I came to the office with the hopes of making a new contact in the financial industry and a month later I ended up with a job offer. I couldn’t be happier to work for a company with such incredible people and values.
I enjoy making a positive difference in someone’s day. Life is complicated enough, if my work can assuage some concern or free up time in a client or co-worker’s day, I’ll do whatever I can to make that happen.
The best part of being a member of the Paracle team is getting to work with such amazing people every day. Because there is a strong foundation of trust and care, we can work together to provide our clients with the tools they need to achieve their financial goals and wishes.
I am a naturally inquisitive person. I love learning about people and the world at large. I believe that curiosity allows us to continue exploring and growing. As technology and the financial industry continue to involve, Paracle’s inquisitiveness allows us to continue making relevant decisions with our clients’ best interests in mind.
Outside the Office
New York University, Art History
Traveling to new places and going to Reign FC games
Favorite Work Music:
Depends on my current mood
Favorite Work Out Music:
Podcasts especially My Favorite Murder
Most Desired Super Power:
Why did you choose your prop?
My props are my palette and a paintbrush. I really enjoy making art, especially gifts that I can give to my friends and family. It’s something that I can do alone to relax, or it can be a fun activity to do with others. The wonderful thing about art is that you can make anything your mind can imagine, and the final product doesn’t need to look perfect to be great.
What else do you do like to do for fun?
I enjoy travelling to new places to experience new cultures and cuisines. I love going to museums, reading, listening to comedy/ true crime podcasts, yoga, running, skiing and spending time with my friends, family and dog.
If you could trade places with any person or movie character for a day, who would it be and why?
I’d want to trade places with Wonder Woman because it would be awesome to be a female superhero for a day. I’d use her special abilities to help others, fly in the Invisible Plane and put her Golden Lasso of Truth to good use. What could be cooler?