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 chose to start working at Paracle because I had a lot of interest in the financial planning portion of the financial advising role. I found that as an Advisor you are able to add a large amount of value by developing a long-term plan.
The best part about being a member of the Paracle team is the opportunity to work with amazing, intelligent people who are passionate about helping the families we serve. I truly care about my clients and the goals they want to achieve. By asking questions you learn more about people (on more than just a financial level), and ultimately are in a better position to help them.
Outside the Office
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Why did you choose your prop?
I have played tennis all my life, and I am currently playing on a men’s team.
What else do you do like to do for fun?
I like to lift weights, play soccer, golf, wakeboard, read books, and watch movies.
If you could trade places with any person or movie character for a day, who would it be and why?
Dustin Johnson. I’ve always wondered what it would be like to actually be good at golf.