Designations
- CERTIFIED FINANCIAL PLANNER®1 professional
- Certified Public Accountant
Work Experience
- Joined the firm in 2017, bringing with her over five years of industry experience
- Has a reputation for delivering thoughtful, strategic guidance to high-net-worth individuals and families
- Background as a CPA and CFP® enables her to integrate technical precision with a client-centered approach, helping clients define and achieve their long-term financial goals
- Experience spans trust administration, financial literacy education, and a wide range of family office services, including budgeting and cash flow planning, estate planning, and tax strategy.
Life Outside of MAI
- Serves on the Board of the American Red Cross Young Professional Council of Northeastern Ohio
- President of the Board of the Financial Planning Association of Northeast Ohio
- Named to the 2025 Forbes Next-Gen Wealth Advisor Best-In-State List1
- Finalist in the InvestmentNews Women to Watch Rising Star Advisor of the Year category in 2024
Education
- Xavier University, BSBA in Accounting
- University of Akron, Master of Taxation
1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
2 Ranked 18th out of 76 in Ohio. List published 08/06/2025. Information provided based on data as of 03/15/25 with subsequent update as of 03/31/2025. MAI does not pay a fee to be considered for an award or participate in rankings.
