Client Relationship Manager
CurrentAs a Client Relationship Manager at Cedar Brook Group, I bring more than 25 years of experience in the financial services industry to my team. I come from three generations of financial services professionals. My career has focused on key planning areas such as long-term care, retirement, investment, estate, and insurance. Prior to joining Cedar Brook Group, I served as a financial planner with the Cleveland Financial Group, Cigna Financial Advisors, Key Private Bank & Investing, as well as Pruco Insurance Company. As a published author on the topic of Long Term Care, I share my knowledge when presenting to professional organizations throughout Northeast Ohio. I am an active volunteer in the Cleveland community, spending time with the Alzheimer's Association and various events for my Church. I am the founding member and the former president of the Women In Networking (WIN) organization.[Our compliance rules of engagement will not allow any endorsements or recommendations on LinkedIn in order to comply with SEC and FINRA regulations. My apologies for not sharing your kind words.]
