Education

• Boston University, B.S.B.A.
• William Mitchell College of Law, J.D.

Industry Experience

• 7 Years

Prior Employment

• UBS Financial Services, Inc. (Wealth Planning Analyst)
• Fowler Ditsch Law Firm (Attorney)

Focus

• Financial Planning
• Investment Research
• Liability Management
• Estate Planning Considerations

Personal

• Estate Planning Council of Cleveland
• OhioGuideStone, Junior Board Member

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