Team Profile
As a client service manager, I enjoy working with our advisor team and our clients each day. My goal is to provide clear communication, excellent service, and an overall exceptional experience for our clients. I have 20 years of industry experience that helps me navigate a wide variety of client needs and situations. I am passionate about helping clients along their path to financial health and success.
Professional Accreditations & Education
- University of Akron, MBA, Finance
- Ohio University, BBA, Accounting
Industry Involvement
- Former member of the FPA
Up Close
- Enjoys Reading, swimming, boating and spending time with her husband and three children
- Member - Green Chapter of the DAR
- Chairman - Little Lambs Closet
- Volunteer - Church of the Lakes, Youth programs
- Lives in Uniontown, OH
- Joined Sequoia in 2019