As a client service associate at Sequoia, I strive to provide attentive service and build personal, lasting relationships with our clients while providing the highest level of client satisfaction. I enjoy being the go-to person for answering client questions and assisting them with their accounts. My goal is to become a trusted resource for the clients that I service and for each to feel comfortable contacting me for their financial needs and beyond. With seven years of client service experience, nearly three of which are in the wealth management industry, I am able to navigate many difficult or complex situations with the client’s best interests and goals in mind.
Professional Accreditations & Education
- The University of Akron, Bachelor of Business Administration
- Enjoys baking, outdoors and hanging out with dogs
- Has lived in three different states
- Lives in Wadsworth, OH
- Joined Sequoia in 2020