Team Profile

As a Director in the Family Wealth group at Sequoia, I work with privately held companies, business owners and family groups to develop customized solutions in financial planning, wealth transfer, charitable planning and portfolio management. I understand that every family has unique needs and work with our clients to understand their objectives and develop a comprehensive strategy to manage all the details of their planning. To ensure I  remain as knowledgeable as possible for the firms clients, I also participate on the firm’s investment committee. 

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Acquired the Series 7 and 66 registrations (inactive)
  • Case Western Reserve University, M.B.A.
  • The Ohio State University, B.A. in social and behavioral sciences

Up Close

  • Previously served as Director of Development at Case Western Reserve University
  • Volunteers as a member of the Sunbeam Board, an organization providing programs and services to individuals with physical or mental disabilities and economic disadvantages
  • Enjoys outdoor activities, traveling, and spending time with family and friends
  • Lives in Hudson, Ohio with her husband and two daughters
  • Joined Sequoia in 2010