Overview
- Senior Wealth Advisor and part of the Private Client Services team assisting clients with all areas of their financial lives including Financial Planning, Estate Planning, Investment Management, Tax Planning and Insurance.
- Prior to joining CLA, worked as a Financial Consultant at Fidelity Investments, VP Financial Advisor at Merrill Lynch, VP Private Client Advisor for JP Morgan Chase, Financial Advisor at Edward Jones.
Education
Tiffin University, MBA
University of Toledo, BA