Here to act in your best interests

About me

I have a passion for continuous learning about personal finance and for helping families manage their wealth through comprehensive financial planning. It’s deeply rewarding to help people live a less stressed and more financially balanced life. I pride myself on developing strong relationships and delivering a high level of service to my clients. Away from work, I enjoy traveling, sports, trying new restaurants, fitness and yoga.

Education

Bachelor of Science, Business Administration - The Ohio State University

Master of Business Administration - University of Southern California

Visit one of our Locations

Cleveland I - Westlake

159 Crocker Park Boulevard

Suite 260

Westlake, OH 44145

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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.

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