I first became interested in the financial markets during the great recession. I remember asking my dad as a naïve 8th grader, “Why are all these people saying they lost all their money? Can’t they only lose money if they sell?” I’ve come to realize that investors act irrationally when they don’t understand what is happening in the markets.
Throughout my life, I’ve always had a natural inclination to teach. Past coaches and teachers have remarked to me that they could see me in a teaching role later on in life. As I grow in my career I am eager to leverage my knowledge of the investment industry to educate and teach clients how to react in uncertain markets, while simultaneously helping them plan for their future and achieve their long term goals. I feel privileged to work at a firm that emphasizes education and planning so that when markets act irrationally, our clients won’t.