As a Financial Advisor in Sequoia’s Wealth Management segment, I am responsible for guiding families through the complexities of financial decision-making through comprehensive financial planning, portfolio design, and understanding intergenerational wealth. With more than eight years in the financial services industry, and having grown up within a family owned business, I have developed a deep understanding of the challenges facing our clients through personal experience. It is this experience which propels me forward in educating clients and empowering them to reach their financial goals.
Clients who work with me can expect me to keep their personal goals at the forefront, helping them to make decisions today that will help them achieve their long-term objectives. I consider it a privilege to use every tool at my disposal to serve as a resource to my clients and enrich their lives.
Professional Accreditations & Education
- The Ohio State University – Bachelor of Science in Business Administration with a specialization in Finance
- Series 65 registration
- Makes her home in Upper Arlington, OH
- Enjoys time spent with family, traveling with friends, and being active
- Invests in her community by serving as a certified group fitness instructor