As a member of our firm’s Wealth Management team, I work with business owners and high-net-worth individuals to focus on their needs by acting as their personal CFO to provide holistic, unbiased financial planning advice that will help grow their balance sheets. I oversee a team of advisors who serve clients in Ohio and across the country.
The prospect of working hand-in-hand with my clients to help them realize their life-long financial goals drew me to this career. I enjoy focusing on specific client needs and catering to their unique personal situations while reducing demands on their time. Attention to detail and a strong work ethic enable me to provide the best financial plan for each family I serve.
I’m a member of the Columbus Estate Planning Council, Central Ohio Business and Wealth Planning Council, Worthington Estate Planning Council, and the Catholic Foundation. I care about my community and am actively involved in BESA, a local volunteering organization in the Columbus area. I attended the University of Dayton where I graduated with a B.S. in finance and in accounting (with a minor in international business) and an M.B.A. with a finance concentration.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
