Team Profile
As Vice President of Wealth Planning, I determine the strategic direction for the planning solutions created for Sequoia's clients. I collaborate with the firm’s advisors and external partners to communicate timely, actionable planning-based recommendations to help clients achieve their wealth planning goals and objectives. Additionally, I oversee the firm's planning-based relationships with external collaborators with whom we work closely to meet our clients' tax, insurance, and retirement plan needs.
Beyond Wealth Planning, I participate in the firm's Management Committee to assist in execution of our strategic plan. I have focused those efforts on our talent engagement strategy & leading Sequoia's diversity and inclusion efforts.
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
- Serves as President 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) & Estate Planning Opportunities in Turbulent Times (5/2020 - Estate Planning Council)
- Facilitator of monthly Planning Forum calls for HIFON (High Impact Financial Operations Network)
- Selected for participation in the G2 Leadership Institute through The Ensemble Practice (Class of 2022)
Up Close
- Member of the Endowment Committee for St. Ambrose Catholic Parish
- Lives in Brunswick Hills, Ohio with her husband and their son
- Joined Sequoia in 2007
- Awarded with the Greater Akron Chamber's 30 for the Future award for 2019
- Awarded with the Women's Network of Northeast Ohio's Women of Professional Excellence recognition for 2019
- Awarded The American College of Financial Services’s inaugural Women Working in Wealth Award (2022)