As a Client Relationship Manager, I provide assistance with planning services and client communication.
Personal Mission
To continuously seek knowledge and insight so that I can serve others.
What I Love About PDS
I am drawn to the wonderful group of individuals and values of the firm. PDS Planning truly wants to help people navigate towards success, while maintaining ethical values and principals.
Education
- Bachelor of Business Administration in Financial Economics from Capital University
About Me:
When I’m not working, you can find me testing out my latest Pinterest recipe, or on a plane to Europe! I love to travel, eat good food and spend time with my hyperactive pup, Eddy. While I’m originally from Northeast Ohio, I’ve lived in Columbus since completing my degree at Capital University, where I studied Financial Economics. I’m passionate about serving in the fiduciary space and consider myself to be a lifelong student of the industry.