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Interview by Kaitlyn Dipasupil
“I would say being analytical and understanding investments and taxes is really important. You have a grave responsibility to ensure that your client’s money is invested in ways that are aligned with their goals, and these goals are always changing. You need to know all the ins and outs of every family you work with. Some realities are that my day starts early and ends late. My position requires me to be very responsive to clients and that drives a great deal of a high-stress work environment that doesn’t have a start and stop time. Some of my clients may call me at 2 am, or 7:30 - 8 pm, and everyone has my cell phone number so it’s like I am constantly on call, which gets exhausting at times."