I have always been a goal-oriented person with a passion for helping others. After a short stint at a startup company upon graduating from college, I was fortunate to find Baird and, in turn, The Shaughnessy Roed Group. Since joining the team in 2022, I have been able to put my passions into practice. Helping local families and individuals bring their goals to fruition brings me immense joy and pride in our team’s work. Seeing the freedom our clients have, knowing they have a dedicated team of financial professionals in their corner, allows me to come to work feeling fulfilled each day.
What has been your best financial move?
I took advantage of the Running Start program, which allows high school students to begin their college education early at local colleges at no cost. I enrolled in this program at the start of my junior year of high school after seeing the success my older sister experienced. This allowed me to graduate high school with my associate degree and begin my bachelor’s degree at Western Washington University as a junior.
What are your hobbies, and how did you get into them?
Since moving to Washington from the UK at age 11, I have been an avid skier. I still remember the excitement my dad and I shared when we realized we could drive up to the mountains for a day of skiing. Stevens Pass was our home mountain until I moved to Bellingham and had the opportunity to experience Mt. Baker.
What motivates you to work hard?
Our team is constantly working to improve our day-to-day processes and, in turn, enhance our clients’ experience. We strive to never become stagnant. We set goals and work hard to achieve them. Working with such a driven team is contagious, and we push one another to be the best versions of ourselves.