Responsible for firm supervision, bookkeeping, and accounting functions. Conducts comprehensive reviews of client investment reports on a quarterly basis. Acts as a client relationship manager, supporting the setup and continuous oversight of financial planning and investment strategies.

Professional Designations

• Certified Public Accountant (CPA)
• Investment Adviser Representative (IAR), Ohio Division of Securities
• Personal Financial Specialist (PFS)

Professional Memberships

• National Association of Personal Financial Advisors (NAPFA)
• American Institute of Certified Public Accountants (AICPA)
• AICPA Personal Financial Planning Division
• Financial Planning Association (FPA)
• Ohio Society of Certified Public Accountants
• Florida Institute of Certified Public Accountants

Education

• Ohio University

Civic and Community Affiliations

• Board Member of the Catholic Foundation
• Former Member, Board of Education, Southwestern City School District
• Past President, Sertoma Speech & Hearing Center of Grove City, Ohio
• Past Finance Board President, Our Lady of Perpetual Help Church
• Past Treasurer, SWCS Educational Foundation
• Former Board Treasurer, Cornerstone Academy