What do you enjoy most about being part of the Axis team?
At Axis, we’re not just a team of financial professionals; we’re a family, and we try our best to make our clients feel like they’re part of our family as well. I get the biggest satisfaction in knowing that we serve a variety of clients, not just a select few. From young adults just starting their careers and seeking advice on how to progress, to retirees looking to protect what they’ve worked so hard to accumulate. We treat all clients with the same respect and always keep their best interest at the heart of everything we do.
What are you passionate about?
I’m passionate about giving back to my community, which plays a large role in the reason I decided to work with the team at Axis. My father always told me to never forget where our family comes from and who we are and giving back to the community that has raised me and shaped me to be the person I have become is my life goal.
When you are not at the office, you can often be found doing what?
When I’m not at the office, you can either find me curled up with a good book, traveling somewhere new, or enjoying time with friends and family.
What is your favorite place in the world and why?
The island of São Miguel, Azores is where my family is from and what I consider to be my home-away-from-home. The Azores Islands are a hidden paradise and when I’m there I feel increasingly connected to the beautiful culture (and the food never disappoints!).