What are your job duties?
I help our advisors prepare for their upcoming client meetings by reaching out to our clients to collect the background information needed for analysis. I then meet with the advisor to go over the analysis and any updates needed to the financial plan. I also build financial plans for our prospective clients.
Can you briefly outline your career prior to arriving at Modern Wealth Management?
Modern Wealth Management is the first company that I’ve worked at within the financial sector. I started working here immediately after graduating from my master’s program. I worked in daycare and as a nanny to put myself through school.
What is your favorite thing about working at Modern Wealth?
My favorite thing about my job is that every day is different. Every financial plan I work on is individualized to that specific client or prospect, so I’ve gotten to learn so much about different elements of the financial field through my role here.
What appealed to you about working at Modern Wealth?
Coming from working in childcare, I was really excited about the potential of a job that would provide me with added flexibility and a better work-life balance. Additionally, I was excited to get experience working in finance.
How has working at Modern Wealth helped fulfill your life?
I find it really fulfilling to know that the work I’m doing is part of a process that helps others to feel more secure in their finances and gives them peace of mind.
What’s the most important thing in your life?
I would say the most important thing in my life would be my faith, with my family being a close second.
What’s your favorite thing to do with your family?
I love getting to travel to new places with my family and go sight-seeing.
What are some of your favorite hobbies?
I really like to draw in my free time. I also enjoy reading and writing.
What is a fun fact about yourself that people might be surprised to learn about you? If you can’t think of a fun fact, tell me your favorite movie or restaurant.
My favorite place that I’ve ever travelled to would be Florence, Italy. I’m hoping to go back sometime soon.
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