As a Client Relationship Manager, I provide assistance with client communication and money movement.
To live each day with a positive attitude and a willingness to serve others.
What I Love About PDS
Working with great people who enjoy helping our clients succeed and achieve their personal and financial goals.
- BS in Finance from The Ohio State University Fisher College of Business
When I’m not in the office, I like to relax with a book or pick up my guitar to play some Luke Combs, Morgan Wallen, George Strait and several others. I’m also an avid fan of the Ohio State Buckeyes, Cleveland Browns, and Cleveland Indians.
From growing up in a small town in Northwest Ohio (Ottawa-Glandorf), community involvement and helping others has always been important to me. I am a member of the Financial Planning Association of Central Ohio, Financial Planning Association of Central Ohio NexGen Group, and the Leadership Forum in Upper Arlington.