Team Profile

As a Senior Manager in Sequoia’s Family Wealth Practice, I have the privilege of working with generations of high net worth families, corporate executives and entrepreneurs. Together with our team at Sequoia, I focus on the creation and implementation of highly customized wealth plans, that allow for our clients to achieve their lifetime and legacy goals. I am honored to build lasting relationships that result from understanding a client’s personal and financial situation, concerns, and aspirations. 

It is truly rewarding to see a well-crafted and uniquely individualized financial strategy transform into reality over time.  It is my goal to earn the position as a trusted advisor for our client families. To that end, I am dedicated to unparalleled client service and continuous professional development required to be the best advocate in an ever-evolving financial landscape.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER ™
  • Series 7 registration (inactive)
  • Series 66 registration
  • Ohio Life, Health and Variable Insurance Licensed
  • Member, Estate Planning Council of Cleveland
  • University of Toledo, B.B.A. in finance

Up Close

  • Enjoys spending time with family and friends, biking, and travel
  • Volunteers with the Girl Scouts as a Troop Leader
  • Lives in Auburn Township with her husband and two children
  • Joined Sequoia in 2018