Team Profile
As director of wealth planning at Sequoia, I assist in determining strategic direction for the planning solutions created for our clients and oversee the management of our wealth planning team. I partner with the firm’s advisors to help our clients achieve their wealth planning goals and objectives through modeling, forecasting, analysis, and updating financial plans, with a focus on planning for owners of closely-held businesses. In addition, I develop planning-based recommendations and strategies for our 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
- 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
- Member of the Finance Council & Welcome Committee at St. Ambrose Catholic Parish
- Lives in Brunswick Hills, Ohio with her husband, son, and Boston terrier
- Joined Sequoia in 2007