About Tori
Alongside her advisory team, Tori develops meaningful relationships with clients while designing plans that address their financial goals. She primarily serves clients who are based in Scottsdale, Arizona, and Palo Alto, California.
Tori believes the ideal client relationship is one in which there is open communication and willingness to share important life updates. She is passionate about building trust with her clients, and she enjoys supporting them through major life events. Working as their guide, she strives to communicate in a way that makes it easy to understand complex planning strategies.
Tori’s interest in the financial planning world began with a suggestion from her mother. When Tori was young, her mother said that she could envision her becoming a financial advisor. Her natural inclination toward the field led her to pursue a bachelor’s degree in finance from Loyola University Maryland, which she earned in 2019. She joined Buckingham in May 2023. Prior to that, she worked as an associate financial advisor with SC&H Group in Baltimore, Maryland, for four years.
Originally from upstate New York, Tori lives in Denver, Colorado. She is an avid marathon runner and loves to travel in her free time.
Alongside her advisory team, Tori develops meaningful relationships with clients while designing plans that address their financial goals. She primarily serves clients who are based in Scottsdale, Arizona, and Palo Alto, California.
Tori believes the ideal client relationship is one in which there is open communication and willingness to share important life updates. She is passionate about building trust with her clients, and she enjoys supporting them through major life events. Working as their guide, she strives to communicate in a way that makes it easy to understand complex planning strategies.
Tori’s interest in the financial planning world began with a suggestion from her mother. When Tori was young, her mother said that she could envision her becoming a financial advisor. Her natural inclination toward the field led her to pursue a bachelor’s degree in finance from Loyola University Maryland, which she earned in 2019. She joined Buckingham in May 2023. Prior to that, she worked as an associate financial advisor with SC&H Group in Baltimore, Maryland, for four years.
Originally from upstate New York, Tori lives in Denver, Colorado. She is an avid marathon runner and loves to travel in her free time.