What was your career ambition when you were growing up?
I loved learning and being mentally stimulated. I thought I wanted to be a perpetual student. I ended up pursuing a career in Financial Planning after doing research into getting my own mortgage and wanted to know more about finances in general.
What inspired you to work at Tanager?
I had referred Americans to advisers at Tanager prior to working here and knew there was a great culture here. I was attracted to expanding my knowledge and skills in financial planning for cross-cultural multi-jurisdictional clients with complex, multi-layered needs.
What is your favourite thing about working in London?
The buzz of a busy city and office, history on every corner and the beautiful skyline – a city like no other!
Wimbledon or the Premiership?
What is it you most enjoy about helping transatlantic households?
Unpicking knotty problems, working out the optimum solution and seeing the relief on client’s faces when it all comes together and knowing we will continue to walk with them on their financial journey.
How has the legacy of the pandemic affected your work and the clients you serve?
There is a greater level of resilience as well as a desire to use personal wealth to achieve what really matters like time with family and friends.
What’s the last book you read?
“Where the Crawdads Sing” by Delia Owens.
Queen or the Rolling Stones?
What piece of advice would you give to somebody moving to live in the UK?
A proverb in the Bible says “the plans of the diligent lead surely to abundance, but everyone who is hasty comes only to want”. My biggest piece of advice would be to plan ahead and speak to an adviser before you leave your home country as re-positioning assets and reviewing your current plans before heading off could save you a lot of time and money in the long run.