ABOUT US

I joined Fairway in 2012, drawn by the opportunity to serve a unique set of clients and to help them create, protect, and distribute their wealth. My role is to listen to clients, work to map out the optimal route for accomplishing their goals, and then to ensure they stay on the right path. That could mean tax planning, portfolio management, cash flow planning, estate reviews, education planning; each season brings something different. Along with my role as a Senior Wealth Manager, I function as our internal technology and software leader at the firm.

As I began my career in 2008, my focus was almost solely on tax planning and compliance. That continued when I moved to Ohio in 2011 to take a position in the tax department at Brockman, Coats, Gedelian & Co. in Akron. My role there focused on tax management for family wealth enterprises and their closely held businesses. The expertise I developed translated well as I began working with Fairway several years later.

In my down time, I enjoy hiking and playing games with the family, sports, backpacking and fly fishing. I enjoy reading on just about any topic, but especially history and politics. My mornings have to start with a tall thermos of black coffee.