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Here to act in your best interests
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.
Bachelor of Science, The Ohio State University
Master of Business Administration, University of Southern California
Visit one of our Locations
Phoenix - Virtual Advisors
4742 N. 24th Street
Phoenix, AZ 85016
Cleveland I - Westlake
159 Crocker Park Boulevard
Westlake, OH 44145
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 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 insight as well as our client service associates who can provide you with additional resources and support.