Team Profile
As Vice President of Wealth Planning, I determine the strategic direction for the planning solutions created for clients and I oversee the management and career development of Sequoia’s Wealth Planning team. I collaborate with the firm’s advisors and external partners to help clients achieve their wealth planning goals and objectives. I focus on planning for business owners through my leadership of the Wealth Planning Department’s closely-held entity pillar. In addition, I develop planning-based recommendations and strategies for clients both through and outside of the formal planning process.
Professional Accreditations & Education
- CERTIFIED FINANCIAL PLANNER™
- Accredited Estate Planner® (AEP®)
- Acquired the Series 66, The Uniform Combined State Law Examination (inactive)
- Acquired Series 7 (inactive)
- The American College, Master of Science in Financial services (MSFS)
- Mercyhurst University, B.A. in business with a focus in finance and a B.A. in dance, summa cum laude
Industry Involvement
- Member of the NAEPC’s AEP® Committee for 2019
- Serves on the Board of Directors for the Cleveland-Akron Chapter of the Society of Financial Service Professionals
- Member of the Estate Planning Council of Cleveland
- Panelist: Collaborative Planning for Closely-Held Business Owners and Their Families (4/2018 - Cleveland-Akron Chapter of the Society of Financial Service Professionals)
- Facilitator of monthly Planning Forum calls for HIFON (High Impact Financial Operations Network)
- Selected for participation in the Women’s Network Community Leadership Institute
Up Close
- Originally from New Jersey, is an avid football and hockey fan (New York Giants, New Jersey Devils and The Ohio State Buckeyes)
- Member of the Advancement Committee at the Akron Art Museum
- Lives in Brunswick Hills, Ohio with her husband, son, and Boston terrier
- Joined Sequoia in 2007