Designations
- CERTIFIED FINANCIAL PLANNER ® professional¹
- Certified Public Accountant and Personal Financial Specialist
- Accredited Estate Planner®
Work Experience
- Extensive experience in tax planning and preparation, family office services, financial education, trust administration, investment consulting, and estate and retirement planning; joined MAI in 2021
- Former Director of Financial Planning Services at HW Financial Advisors; Former Principal at boutique firm providing family office services to high-net-worth clients
- Named in 2017 to Five to Watch in Finance by Crain’s Cleveland Business and as a Difference Maker by the Cleveland Jewish News
- Ranked 92nd out of 100 on the Barron’s Top 100 Women Financial Advisors ranking2
- Ranked 19th out of 30 advisors in Ohio on the Barron’s Top Advisor Rankings by State3
Life Outside of MAI
- Serves on the Board of Trustees for the Jewish Federation of Cleveland
- Member of the Estate Planning Council of Cleveland
Education
- Bowling Green State University, BSBA , Accounting
1. Certified 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. Ranking published on 07/21/25. Information provided was based on data as of 03/31/25.
3. Ranking published on 03/07/25. Information provided was based on data as of 09/30/24.
MAI does not pay a fee to be considered for an award or to participate in rankings.
