Education University of Cincinnati Carl H. Linder College of Business, Bachelor of Business Administration- BBA, Accounting 2009-2013
Awards & recognition Fidant Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024,2025 Fidant Wealth Partners, Ameriprise Client Experience Award, 2023,2021,2024
Previous experience THOR Investment Management- Investment Research Analyst & Wealth Planning Associate, Aug 2013- Oct 2018 Western & Southern Financial Group- Rotational Intern, Jan 2012- Dec 2012