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