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Here to act in your best interests

About me

I have a passion for continuous learning about personal finance and for helping families manage their wealth through comprehensive financial planning. It’s deeply rewarding to help people live a less stressed and more financially balanced life. I pride myself on developing strong relationships and delivering a high level of service to my clients. Away from work, I enjoy traveling, sports, trying new restaurants, fitness and yoga.

Education

Bachelor of Science, Business Administration - The Ohio State University

Master of Business Administration - University of Southern California

Visit one of our Locations

Cleveland I - Westlake

159 Crocker Park Boulevard

Suite 260

Westlake, OH 44145

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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