What is the greatest success you’ve had since joining LWP?
My biggest success has been utilizing an Irrevocable Trust to protect a firearm collection for clients that they have built for their children.
What is your favorite LWP tool?
My favorite LWP tools are the Workshops, Estate Planning Auditor and the Vision Clarifier. These tools are super for the client enrollment process and I like how well they roll into each other.
How has being part of LWP impacted your team and your practice?
LWP has impacted my firm by allowing us to have a great structure. It gives the tools to be able to use that structure to build on.
Share something about yourself that most people don’t know about you.
One thing that many do not know about me is that during college I was a basketball cheerleader.
What is your favorite book and how did it impact your life?
The book that impacted my life was Heart of Darkness by Joseph Conrad. It was introduced to me in high school as part of a book class. It allowed me to realize that I was able to do college level classes during my time in high school. It also allowed for me to realize that reading literature was more than just a leisure activity.
