• Chartered Financial Analyst
• Certified Public Accountant (inactive)
• MBA, University of Michigan Ross School of Business with Distinction
• BS in Accounting, Miami University, Oxford OH
• Over 20 years accounting and finance experience
Why I chose this profession
After college (Miami OH), I worked at Deloitte in the Audit Department. I audited mostly financial firms; banks, brokerage firms, credit unions and credit card companies. After five years, I realized I wanted to be on the front end of the business, not reviewing everything in painstaking detail a year later. So, I did what many undecided achievers do, I went back to Business School full time (University of Michigan). It was here I was introduced to Wealth Management as a career. It was a perfect blend of financial analysis and personal interaction for me. I accepted an internship and later a full-time job in the Associate Training Program at JPMorgan Private Bank. I worked there for five years on the brokerage desk, working with the rich and not-so-famous. I learned so much at JPMorgan and my clients and colleagues were enjoyable. However, I tired of arriving at my desk at 6:30am and resented being tethered to it all day. I only had five social lunches in five years! At the time, I was single and knew I needed to take the risk and a make change. I was living to work, not working to live. Shortly after leaving, I connected with GEM Asset Management, LLC, a nascent firm based in Michigan. I knew the founder well and agreed to start a satellite office for them. After a few months of idle bliss and a language immersion program in Argentina, I started developing my own client base. It was slow progress at first but after ten years, I have developed profound client relationships with many amazing people. I love going to work every day. Being a trusted resource for my clients is rewarding in so many ways.
Outside of work, my passions include
My husband, Craig, and our three kids; Max, Tad, and Henry. My stepsons and son range in age from 17 to 5 so they keep us up early and late! I love walking our black lab, Betty, and sweating in a hot yoga class.
One goal I am planning for
Paying for college for our three boys. I definitely relate to the sacrifices my clients make in saving for education.
The ways I am advancing my career knowledge
I have been a continual student in life and seem to have a penchant for exams. I passed the Certified Public Accountant (CPA) exam after college and became a Chartered Financial Analyst (CFA) during my time at JPMorgan Private Bank. I attend seminars regularly through the Estate Planning Council of Cleveland and the Cleveland CFA Society, among others. I subscribe to Investment News, the Economist and The New York Times. Every client brings their own set of unique circumstances. When I do research for one family, I know that in the future it will help me with another.
What I am doing in my community
I am committed to doing pro-bono financial planning and am active in our local public school, helping in the classroom and volunteering my time. In the past I helped tutor English to refugees at the Interfaith Refugee Center in Chicago, was involved with fundraising for a number of non-profits and was on two non-profit boards. I wish there were more hours in the week as I found it necessary to pull back from many commitments to focus on my young family.