Account Review Coordinator
As the account review coordinator for both Akron and Warren offices, I spend my day combing through client accounts and compiling review presentations with an eye for accuracy and great attention to detail. I enjoy learning about the great variety of investment solutions our clients utilize. I always feel proud to be able to contribute to their peace of mind when they think about their retirement.
ACCREDITATIONS & EDUCATION
- Youngstown State University B.S.B.A. Finance/CFP Track
HOBBIES AND PERSONAL LIFE
- I enjoy staying active by working out at the gym. I also enjoy outdoor activities like hiking, biking and snowboarding. Spending time with my family and friends is very important to me, especially my three beautiful nieces Ciara, Chloe & Celia
“Only those who will risk going too far can possibly find out how far one can go.” – T.S. Eliot