Team Profile

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.

Up Close

• Enjoys spin class, baking, cooking and spending time with family
• Cleveland sports fan
• Lives in Broadview Heights, OH
• Joined Sequoia in 2016