As a Lead Advisor at Paracle, I am the primary point of contact for the families we serve, responsible for maintaining a proactive, ongoing relationship. I help to identify and achieve goals over time. Additionally, I help to coordinate with other trusted Advisors (CPA’s, Attorneys, etc.), ensuring each family we serve feels 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.