Parma Heights, OH
University of Toledo, BS in Finance & Marketing
Baldwin Wallace University, MBA in Management
Manager, Family Office Services
I am dedicated to Fairway’s suite of Family Office services, a highly-specialized set of accounting and relationship management services the firm provides for a select group of complex clients. I primarily use QuickBooks and Excel to assist clients in managing their lifestyle and personal records.
I also support our Client Service and Operations team with portfolio trading, account application activities and client technology tools. Finally, I help maintain our CRM, website, blog and company events.
I live in Parma Heights, enjoy anything outdoors, coaching youth volleyball and chairing the Kidney Foundation of Ohio’s annual summer event.