My clients appreciate that I take the time to get to know them and their financial picture, so I can best advise them on how to reach their financial goals — whether that’s growing their wealth or planning for the future. People often refer to me as a good listener, which is a helpful trait when discussing personal issues among families.
I’ve been with the firm more than 10 years, and one of my proudest accomplishments is the growth of our wealth management practice in the Ohio region. I’m also a proud supporter of women in professional services, and I’ve spearheaded internal efforts in our Cincinnati office.
Recently, I’ve presented to our clients, prospects, and to the Cincinnati Bar Association on the topic of tax reform. I’m a member of the AICPA and the Ohio Society of CPAs, and I’m on the board of the Cincinnati Eye Institute Foundation. I received my B.S.B.A. from American University in Washington, D.C.
When I’m not helping clients grow their personal wealth, I like to spend time with my husband and our two children outdoors. We enjoy hiking, camping, and kayaking. We also like to cheer on our favorite soccer team, FC Cincinnati.
