As an Associate Advisor at Paracle, I apply analytical tools and analysis to ensure that financial plans are achievable and met with diligence. I collaborate with clients and the rest of their Paracle team to develop financial plans that align with their long-term goals. I follow the process of continuously reviewing investment portfolios to ensure they remain on course with the long-term strategic allocations and objectives. Both the Advisor and I will communicate the progress to the families we serve so they are comfortable and confident in each aspect of their financial life.
I chose to join the team at Paracle because for me, it was an easy choice. The first day I felt like I was joining a family of hardworking individuals that were passionate about helping and serving others in need of financial services. During a time of hardship for many with the pandemic, Paracle welcomed me in with open arms and believed in my abilities and skills to succeed. It’s important for me to join a company that is involved in their community and makes it a focal point to give back and that is exactly what I’ve found with Paracle.
The aspect of developing a relationship where I can help others achieve their financial goals and give people a sense of comfortability with their financial situations is what I enjoy most. Knowing that personal finance can be daunting and stressful at times and being able to know that I’m truly helping families in this aspect brings a big smile to my face.
The best part of being a member of the Paracle team is the teamwork approach we take to everything situation. Everyone has their different areas of expertise and by collaborating with one another and we are able to tackle all of the unique situations that are presented to us and find a effective solution.
Simple is one of our most important core values that stands out to me because its how we like to view our process. We describe this process often as a “straightforward” or “transparent” process because we want it to be simple for our clients. Paracle turns complex financial advice into easy-to-understand guidance for the clients.
Outside the Office
Favorite Work Music:
Favorite Work Out Music:
“Golf Course Vibes” Playlist Spotify
Most Desired Super Power:
What else do you do like to do for fun?
Outside of work, I love to stay active by playing sports such as golf, tennis, and working out at the gym. During the right season, I enjoy hiking/camping around some of the beautiful areas of the PNW. Going to happy hour with friends after a long work week is also an enjoyment of mine.
If you could trade places with any person or movie character for a day, who would it be and why?
Matthew McConaughey because he is an absolute rockstar/actor and who wouldn’t want to have that amazing accent.
Why did you choose your prop?
Tennis racquet. Tennis was the sport I was raised playing and is a great prop that reminds me of teamwork and the desire to win the moment.