I graduated from The Ohio Wesleyan University. After undergrad, I obtained my MBA in Finance from the University of Miami. As your Financial Advisor, I want to be as smart and disciplined as possible when it comes to financial preparation and planning. My team and I are passionate about adhering to your personal values while helping you plan for and achieve your life goals. We are committed to understanding your top priorities, developing mindful financial strategies that help you achieve your goals, and delivering the ultimate personal planning experience through focusing on your values and personal aspirations. Our team will serve five primary roles as we try to reverse engineer your goals and aspirations to help you better manage your life and finances. The five roles are: Personal Banking Liaison, Wealth Management Planner, Portfolio Advisor, Strategic Philanthropic Guide, and Friend/Confidante for all personal and financial matters. We treat our clients like we treat our family. We are always here for you and rooting for you to achieve all of your life goals and greatest aspirations! *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. *A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers' strategies, funds or portfolios.