Team Profile

As the main administrative assistant at Sequoia, I may be the first person you come into contact with at the firm—either on the phone or upon entering our office. My goal is to make you feel comfortable with us each and every time. My other core responsibilities include assisting our financial planners with client follow-up, coordinating client meetings and managing incoming correspondence. In addition to coordinating all of the firms volunteering efforts, I also handle investment account deposits, and I assist in Sequoia's many events and seminars.

Up Close

  • Enjoys taking long car rides, traveling and spending time with family
  • Lives in Ellet, Ohio with her husband
  • Joined Sequoia in 1998