With more than 20 years of industry experience, my clients include many different individuals, physicians and business owners and I work with them to meet and exceed their financial goals. I’ve also assisted in developing and updating firm procedures to streamline processes for an overall better client experience. My clients can expect clear and reliable communication, attention to detail and objective listening skills. I will work to continue to be a trusted, confident advisor building and maintaining relationships with my clients that I have had the privilege to work with for so many years.
Professional Accreditations & Education
- Financial Paraplanner Qualified Professional™
- Baldwin Wallace University
- Acquired the Series 65 Registration
- Enjoys traveling, cooking, crafts, gardening and spending time with her dog
- Lives in Macedonia, OH
- Joined Sequoia in 2016