What made you want to pursue your career?
I’ve always wanted a job that would let me help people in some way. When I was young, I thought I would end up being a doctor. As I got older and saw how important financial independence is to a person’s success, it felt like the pieces came together. I like being able to play even a small role in reaching that independence for our clients.
What would you say is your greatest accomplishment?
Graduating from college was a huge accomplishment for me. I really had to dedicate myself to time management because while I was getting my degree, I was also playing sports. My club hockey team won our division each year that I played, which was also pretty exciting.
What is your most memorable travel experience?
I took a cruise to Alaska with my entire family—I’m talking aunts, uncles, grandparents, cousins. The majority of the ship’s passengers were probably related to me. It’s a really special memory because it was one of the few times we all got together and spent a considerable about of time as a family. Plus, I got to zipline through a jungle which was very fun.