What are your career goals?
My career goal is to work at the intersection of estate and tax planning and client advisory, where I can build long-term relationships and help individuals and families make thoughtful, strategic decisions about their financial futures. I am particularly interested in working closely with clients to understand their personal goals, values, and circumstances, and translating those into effective estate and tax planning strategies. At this stage, I am focused on obtaining my CPA and continuing to develop the technical foundation necessary to serve clients with accuracy and integrity, while also growing toward a financial advisory role. Through this work, I hope to combine strong technical expertise with a client-centered approach to support informed decision-making and create lasting impact across generations.
