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As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2002. I help clients succeed by taking the time to understand their unique needs and directing teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help clients work toward their goals.
I live in Anderson Township, and serve clients in Cincinnati. I enjoy family time, reading, Pilates, traveling and socializing with friends.
- College of Financial Planning: Master of Science, personal financial planning
- Xavier University: Bachelor of Arts, English
About Private Wealth Management
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.