Managing Director, Family Office Services
I love what I do. Working closely with privately held business owners and their families provides me with a constant diet of challenge and opportunity. I integrate the personal financial needs of high net worth individuals with ever-evolving wealth transfer and business succession strategies. Each client has a unique set of circumstances. I take pride in understanding and regularly re-evaluating their personal objectives as they relate to existing and future planning strategies.
Whether I am working with the owner of an operating business or the head of a family office, I enjoy bringing clarity to otherwise complex financial situations. My goal is to develop customized investment strategies and wealth transfer plans—and then work diligently to help drive results. From a firm perspective, I contribute to our overall investment strategy as a participant on the firm’s investment committee.
Professional Accreditations/Education
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Maintains the Series 7 and 63 FINRA registrations and is insurance licensed through ValMark Securities, Inc., a FINRA-registered Broker/Dealer
- University of Michigan, B.B.A. with concentrations in finance and accounting, high honors
Up Close
- Enjoys spending time with friends and family, and participating in outdoor activities such as boating and gardening
- Lives with her husband in Uniontown
- Joined Sequoia in 2002