As an Associate Paraplanner, I work closely with our team to provide exceptional planning services and delivering an unparalleled client experience.
Personal Mission
I strive to consistently improve myself, both personally and professionally, to become a little better each day. This is a sustainable, healthy goal that compounds over time and creates a fulfilling life.
What I love about PDS
The highly collaborative, teamwork-style approach that PDS applies to both its client and team members is one that fosters mutual trust, effective communication, and the steady refinement of skills necessary to being as impactful in our client’s lives as possible.
Education
- BA from Kent State University
About Me
I love finding ways to be active in my personal life for both the physical and mental benefit. I thoroughly enjoy going to the gym, going on runs, and taking my three-year-old dog Sunny for hikes. I am an avid baseball fan and (sometimes begrudgingly) will always loyally support the Cleveland Guardians. Most importantly, the relationships I cultivate with family and friends are of the highest importance to me. I always make time to stay present and enjoy quality time with those close to me.