What is your role? Client Service Support. As a member of the CSS team, we provide assistance and support to the Financial Planners and Paraplanners so that they can give the clients the best service possible.
What do you like best about working at AAB Wealth? The supportive atmosphere and culture of the team and the wider firm. From day one everybody has been encouraging and enthusiastic about developing my skillset and those of all the trainees.
What’s on your bucket list? As an avid golfer, it has got to be playing Augusta National Golf Club. I still need to play a lot of good courses at home and abroad, but that is the top of the list. Outside of that, I would love to travel around South East Asia or Australia and New Zealand.
What’s your favourite destination? Knoxville, Tennessee. It's where I went to university and a lot of my close friends still live out there. Some of my favourite memories are from when I was living in Tennessee, and I always look forward to going back and seeing everybody again.