What are your financial superpowers?
I am meticulous, and I can spot an error! When my work is complete, I’m confident it’s accurate and reliable.
What makes you unique as a financial services professional?
I am committed to continuous learning and staying updated with changes in accounting standards and industry practices, which helps me easily adapt to new challenges in work and in life.
What are your beliefs about the financial planning profession?
It means creating a sustainable strategy for clients so they do not have to worry.
I believe in putting clients’ interests first and developing plans and goals to ensure their expectations are met.
What’s the most fun part of your job?
Delving into the intricacies of the tax code and discovering tax-saving strategies that align with each client’s financial goals. Whether it’s finding eligible tax credits, identifying deductible expenses, or exploring new tax regulations, the thrill of unraveling tax complexities and optimizing financial outcomes for my clients – that’s when I feel most accomplished and fulfilled.
What particular client personality or circumstance are you most drawn to?
Proactive, detail-oriented rental property owners who value the importance of accurate financial record-keeping. Rental property owners face unique challenges and opportunities; motivated by my passion for tax accounting, I like to make things easier for them.
Tell a personal story that has helped motivate you to improve the financial situation of yourself and your clients or community.
In high school I worked at a car wash. I interacted with people from all walks of life. Most days I overheard customers talk about their struggles to make rent or pay other monthly bills.
Listening to these stories had a profound impact on me. I saw how financial stress could weigh heavily on individuals and families, affecting their overall well-being and happiness. It ignited a strong desire within me to make a positive difference in people’s lives by helping them improve their financial situations.
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