Certifications & Memberships
CFP® – Certified Financial Planner™ Professional
CTFA – Certified Trust & Financial Advisor from the Institute of Certified Bankers
Cannon Financial Institute
FINRA – Series 7 License
FINRA – Series 66 License
State of Ohio Life & Health Insurance Licensed
Ohio State University Alumni Association
When Did You Start With W&H?
October 2016
Education
Bachelor’s Degree in Business Administration, specializing in Finance – The Ohio State University
Favorite Thing About Working At W&H?
The culture, the people, and our clients!
Volunteering
Ohio State Alumni Club of Richland County – Board Member
St. Mary’s School – Advisory Board
Catholic Charities – Advisory Board
Hometown
Mansfield, Ohio
Best Thing About North-Central Ohio?
It’s where family is. Plus, plenty of things to do and close in proximity to cities like Columbus and Cleveland.
Hobbies
Spending time with family
Anything Ohio State, but primarily Buckeye Football
Running marathons
Sports in general (golf, basketball, soccer)
Favorite Book Or Movie?
Movies: Hoosiers, The Greatest Showman
Book: Good to Great by Jim Collins
