Tell us about how you contribute to the success of Carrick Wealth as an organisation.

My biggest contribution to Carrick Wealth is an abundance of knowledge and experience. I am open to help any member in our team with areas they might need some help with such as risk, post-retirement planning and offshore investments. 

What is the best part about your job? 

The best part of my job is connecting with people and being able to help them, all while collaborating with an exceptional and reliable team. 

Tell us about your personal and professional growth while working at Carrick. 

It has been very refreshing to learn some new things from the wealth management team at Carrick.  

Furthermore, building new connections through social media has proven to be immensely beneficial. Despite my 23 years of experience in the industry, I continue to learn something new every single day. 

What is a typical day at work like for you?

In the morning, my routine begins with taking my dogs for a walk. Following that, I enjoy breakfast accompanied by an essential cup of coffee. I then review my daily schedule. Given that I am a “night owl”, I tend to tackle a significant portion of my admin tasks later in the day.