What is your financial superpower?
Being able to make it “make sense” for the client. Taxes can be very confusing but explaining to a client their tax situation in a way that they can understand is rewarding.
What makes you unique as an accountant?
My commitment to always do what’s right for the client. I listen to understand, to help, then educate the client on the importance of staying in compliance with filing their tax returns and the benefits of having a solid plan for their finances. Also, I’m innovative and progressive in understanding tax strategies that can help people.
What are your beliefs about your profession?
It is client focused. I want to help the client in all their financial endeavors and provide ways for them to achieve their financial goals. Whether it’s through income tax planning, or trust and estate planning, or through other strategies, I want to see the client succeed not just in their finances but in life overall.
What’s the most fun part of your job?
Understanding a client’s goals and developing a plan to help them reach their desired outcomes. Implementing different tax strategies that ultimately will reduce their tax burden and keep more money in their pockets.
Do you work with a special market or are you drawn to one?
I enjoy helping everyone I can. That way, I find fulfillment and more opportunities to learn.
Is there anything in your life personally that has helped motivate you to improve the financial situation of yourself and your clients?
Realizing financial literacy is a basic necessity. In my experience, those who don’t understand their finances are not able to achieve their financial goals. I’ve seen it with clients and peers, and I’m motivated to continue to enhance my skillset so I’m equipped to teach others.
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