What is your favorite thing about working at ClearTrust?

It is a privilege and honor to serve on the ClearTrust team and make a difference in the securities industry. As a champion for growth and compliance, my passions and talents closely align with the mission and vision of ClearTrust. In the pursuit of challenging growth, success arises from hope, character, perseverance and collective actions.

What is your primary motivation to go to work every morning?

The pursuit of growth and a passion for service and excellence motivates me.

What is something you think everyone should do at least once in their lives?

Working as a volunteer is something everyone should experience. Responding to the needs of others is self-revealing and opens the mind to more than our daily purview.

What do you hope never changes?

The collective, resolute human spirit that ushers in new change, learns valuable lessons, and forms bonds of compassion is something I hope never changes.

What question would you most like to know the answer to?

How may I serve you today?

What's something you like to do the old-fashioned way?

Handwritten thank you cards have a personal touch that is timeless.

What is your favorite charitable cause to support and why?

The Red Cross is an important charitable cause I support in response to the impact they had on my life and the lives of so many others.

Who inspires you to be better?

Everyone’s personal stories, challenging crossroads, and successful triumphs inspire me to aim high and find joy in the journey.

There are two types of people in this world. What are the two types?

We are all mentors and mentees as we learn and grow, absorbing knowledge and sharing it with others.

What have you created that you are most proud of?

Human connections have a substantial impact on wellness. I am humbled by the relationships built throughout life, both personally and professionally.