Team Profile

As a wealth advisor at Sequoia Financial Group, I pride myself on my ability to build and maintain strong client relationships. My goal is to assist clients in making financial decisions that best meet their unique needs. I take the time to learn and listen to what is important to my clients and guide them through all the financial stages of their lives. I have obtained both a Certified Financial Planner (CFP) and a Certified Divorce Financial Analyst (CDFA®) designation to ensure I can provide the sound support clients need through life’s challenges.

I’m a true team player and consider my co-workers to be part of my family. I enjoy teaching and mentoring new advisors, and jump at the opportunity to offer support when needed.

Professional Accreditations & Education

• CERTIFIED FINANCIAL PLANNER (CFP®)
• Certified Divorce Financial Analyst (CDFA®)
• John Carroll University, Bachelor’s in Marketing and Business Logistics

Up Close

• Resides in Mentor, Ohio with her two cats, Cali and Snow
• Dedicated yogi
• Active in community fundraising
• Loves spending time with her nieces, nephews, and cousins