What is your professional background?
I spent three years as an intern for Congress Wealth Management, and he officially became part of the team in October of 2017.
What guides your financial principles?
Don’t spend more than your paycheck, and always have money saved for a rainy day.
With regards to finances, what do you feel like is good advice to live by?
Live within your means, but don’t be afraid to spend money on the people you love.
What brings you the most satisfaction professionally?
I truly find satisfaction when I receive an appreciative message from a client. I always enjoy making others’ lives easier, either in a professional setting or in my personal life.
What is the best advice you’ve ever received?
Don’t be afraid to take the road less traveled.
What is your favorite movie / book / album / TV show and why?
My favorite book is To Kill a Mockingbird because it urges people to think differently than the status quo and embrace all different walks of life
What is your motto or mantra?
Be the person your dog thinks you are.