What type of clients do you enjoy working with most?

I find it most rewarding to work with clients when they are in a transitional phase of their lives such as starting a family, accepting a new job or heading into retirement. It is in these big moments where I believe I can make the most meaningful difference. There is often a lot of uncertainty during these milestones and helping clients have clarity and peace of mind is what I enjoy the most.

What do you love most about working at Bloom?

The positive energy in the office is palpable. Everyone contributes to Bloom’s vision in their own way, and they do so by doing what they excel at and love doing, rather than following the bullet points from a job description. I think this energizes the team in an extremely positive way.

What did you do before you joined Bloom?

I worked for a comprehensive financial planning firm for the last 11 years. In that role I managed investment portfolios and prepared tax returns for a wide range of clients.