I work closely with the firms financial advisors to develop custom financial plans to best fit our clients. My role is to deliver a broad range of client data and help our advisors develop and adjust financial plans so they align with our clients changing circumstances and goals.
ACCREDITATIONS & EDUCATION
- Ohio University - Master of Science in Financial Economics
- The Ohio State University - B.S. in Economics
HOBBIES AND PERSONAL LIFE
- I enjoy staying active through hiking, biking, and swimming
- I love traveling
“This is the real secret of life - to be completely engaged with what you are doing in the here and now, and instead of calling it work, realize it is play.” - Alan Watts