With 25 years of experience in the financial industry I am the liaison between clients and their custodians and work with planners to help clients achieve their financial goals. I am responsible for ongoing client maintenance of accounts and assist planners with the vital support necessary to help meet client’s objectives. My goal is to be a trusted resource for clients, working to give them peace of mind with their financial and life planning goals.
- Enjoys spin class, baking, cooking and spending time with family
- Cleveland sports fan
- Lives in Broadview Heights, OH
- Joined Sequoia in 2016