Financial Planner
Building trust with clients is my number one priority. As their strategic partner, I provide clients with guidance to help them work towards meeting their short- and long-term financial goals. Specifically, I work closely with individuals and business owners to develop tailored financial plans and investment strategies. I then work with them to implement and monitor those plans and strategies. To ensure I remain as knowledgeable as possible for my clients, I also participate on the firm’s investment committee, which reviews investment performance and strategies for the firm.
Professional Accreditations/Education
- Maintains the Series 7 and 66 FINRA registrations through ValMark Securities, Inc., a FINRA-registered Broker/Dealer
- Case Western Reserve University, M.B.A.
- The Ohio State University, B.A. in social and behavioral sciences
Up Close
- Previously served as Director of Development at Case Western Reserve University
- Volunteers as a member of the Sunbeam Board, an organization providing programs and services to individuals with physical or mental disabilities and economic disadvantages
- Enjoys outdoor activities, traveling, and spending time with family and friends
- Lives with her husband in University Heights
- Joined Sequoia in 2010