I have more than 16 years of industry experience and am part of the client service team. I assist financial planners in helping clients reach their personal financial goals. My objective is to further assist the growth of the firm and be a trustworthy professional that works to exceed my clients’ expectations.
Professional Accreditations & Education
- Financial Paraplanner Qualified Professional™
- Associates Degree, Business, Cuyahoga Community College
- Enjoys rowing and spending time with family
- Lives in Parma, OH
- Joined Sequoia in 2016