picture of a planner

Here to act in your best interests

About me

Financial planning suits me because I've always enjoyed working with a lot of variables. More importantly, I enjoy helping people and providing solutions for their concerns. I'm fulfilled when I can witness the impact my advice makes in their lives. I'm an avid runner and love spending time with my border collie, Roen. I'm a Cleveland sports fan and am hoping the Browns win a Superbowl soon!




Bachelor of Science, Business Administration - Bucknell University

Visit one of our Locations

Cleveland I - Westlake

159 Crocker Park Boulevard

Suite 260

Westlake, OH 44145

Cleveland II - Beachwood

3201 Enterprise Parkway

Suite 450

Beachwood, OH 44122


202 Montrose West Avenue

Suite 350

Akron, OH 44321

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Do you need answers to these top tax questions?

    What everyone can learn from women and investing

    Retired and need to raise your tech game?

    What is loud budgeting?