What do you enjoy most about wealth management?
The skills I learn will be helpful throughout your professional career and life in general. This includes both savvy, technical financial skills on the best ways to plan for retirement, portfolio diversification and tax planning. To also grow my softer, interpersonal skills to be a more effective communicator which will help me build closer relationships with people.
What’s the biggest challenge?
Keeping up with these regulatory requirements.
What do you love most about being part of The Andrews Group?
I love that The Andrews Group is family oriented. It is a very light-hearted atmosphere that encourages me to go to work every day.
What quality of yours makes you best suited to do what you do?
Positivity – which is a quality that usually signifies resilience and ability to overcome setbacks.
How should people think about their wealth?
People should see wealth as a means to support their passions and that it takes a team to build wealth. People should focus much of their effort on finding the right people who share a similar philosophy and can leverage their actions and ideas.
What do you love to do outside of work?
I love travelling.
What would you be doing if you weren’t working for The Andrews Group?
I would probably be doing charity work with a focus on children
What personal accomplishments are you most proud of?
I’m proud of raising two children who have become curious, empathetic, and good people. It’s not easy to accomplish such thing in today’s world, and I am glad we are off to a great start. I am doing this while making great strides in my career too.