WEALTH STRATEGY ASSOCIATE
As a Wealth Strategy Associate, I work closely with our Financial Planners to ensure the smooth operation and implementation of client-specific comprehensive plans. I work directly on research, analyzing client data as well as meeting preparation and follow-through. I truly enjoy supporting clients in their journey to achieve their goals and aspirations.
ACCREDITATIONS & EDUCATION
- The University of Colorado- Denver, Business with an emphasis on Marketing and Economics
MEMBERSHIP AND COMMUNITY INVOLVEMENT
- Assistant Coach at YSU- Women's Rugby
HOBBIES AND PERSONAL LIFE
- I am an avid outdoorsman and love spending my weekends outside with our dog, Pasta exploring all of the trails Ohio and Pennsylvania has to offer.
- Sports are a must in our household. Whether it is football, hockey, or basketball, you name it, we are watching it.
"What is success? To laugh often and much; to win the respect of intelligent people and the affection of children; to earn the appreciation of honest critics and endure the betrayal of false friends; to appreciate the beauty; to find the best in others; to leave the world a bit better, whether by a healthy child, a garden patch or a redeemed social condition; to know even one life has breathed easier because you have lived. This is to have succeeded." R. Waldo Emerson