Associate Portfolio Manager
I graduated from the University of Dayton with a Bachelor of Science in Finance in May 2016. Upon graduation, my grandpa, who owned an insurance company in Southern Ohio, told me, “The key to successful business is making friends and maybe doing business along the way.” I took this advice with me as I joined a bank in July of that same year. I spent time in several departments in those two and a half years; commercial lending, insurance, operations, and wealth management & trusts. The latter half of my time there I focused on building a team, which humbled me. It showed me the importance of collaboration, how to integrate individual strength into relationships, and use our talents to find success.
During my time in the financial industry, I’ve realized no matter how good a plan you have or how much you know, life is full of surprises. It’s great to have a plan and team of professionals who know you and can help you adapt to achieve ongoing success. The originality and complexity of each individual’s situation is what drew me to this field. I enjoy the granular details and level of focus necessary to be a financial planner as well as building long-term relationships.
After meeting Molly and Kara, I knew Endeavor Wealth was a firm I could grow with. Both are knowledgeable professionals who can help me enhance my skills in personal and business solution planning, cash flow planning, retirement and tax strategies, philanthropy, and complex estate planning.
I spent a short stint as a collegiate athlete, and I enjoy skiing, biking, and running. I currently live downtown and enjoy everything Cleveland has to offer.
“A man without purpose is like a ship without a rudder.”
– Thomas Carlyle
Contact me today.
o: (216) 373-0808
m: (330) 603-4340
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