Department

Client Relations

Responsibilities

As the Client Relations Manager, my responsibilities are heavily focused on providing our current clients with an exceptional experience.

What makes me a great member of the team

Prior to working at New Direction Trust Company, I had studied self-directed IRA/401(k) investing through a real estate investing education company and worked at a real estate investment start-up where I wore many hats. I feel my experience and knowledge base prior to working here has given me the ability to see the big picture, both for our clients and for the company. I’m also a bit of a “peacekeeper” in that I’m a great listener and a diplomatic problem solver.

My passion at NDTCO

My passion here is to enhance the client experience while expanding my knowledge and sharpening my skill set. I understand that investing isn’t always easy, especially when you’re just getting started and I’m passionate about making it a positive, empowering experience.

My passion outside of NDTCO

While I’m definitely not a chef, I really enjoy cooking at home with my girlfriend. I’ve recently reinvigorated my passion for art in the areas of illustration and 3D modeling (digital). While I don’t go as frequently as I’d like, I LOVE skydiving. Like many people my age, I grew up playing video games but nowadays I only play one game, Dota 2.

What I love about living in Colorado

My favorite thing about Colorado has to be the hiking. I love to hike and reach peaks with amazing views where I can decompress, drink a cold beer, and enjoy nature.

Favorite Movie

I love watching movies so I have a hard time with this question… I’ll answer “deserted island” style. Here are the movies I’d take with me on a deserted island: The Fountain, Wayne’s World, and Cool Runnings.