As a manager in Sequoia’s Family Wealth practice, I have the privilege of working with generations of high net worth clients. With more than 20 years of experience in the financial services industry, I continue to strive for the relentless pursuit of my full potential when servicing clients. My goal is to become a trusted resource to each client I work with, so they may be able to rely on me for guidance in their personal, financial and professional success. I am honored to have the chance to build lasting relationships that span multiple generations while making a positive difference in our client’s lives.
Professional Accreditations & Education
- Ohio Life, Accident & Health insurance licensed
- American InterContinental University, MBA with concentration in human resource management, summa cum laude
- Enjoys spending time with family and friends, traveling, playing drums, and teaching an array of fitness classes
- Is a skilled drummer
- Lives in New Franklin, OH with her husband
- Joined Sequoia in 2019