I am a Wealth Advisor at Mesirow Wealth Management. I specialize in helping individuals, families and business owners achieve their goals by creating customized financial and retirement plans in conjunction with team investment strategies that are uniquely tailored to fit their needs. I have ...more

I am a Wealth Advisor at Mesirow Wealth Management. I specialize in helping individuals, families and business owners achieve their goals by creating customized financial and retirement plans in conjunction with team investment strategies that are uniquely tailored to fit their needs. I have nine years of experience in the financial services industry. Before joining Mesirow in 2023, I served as a Financial Advisor at an independent wealth management firm, providing both investment management and comprehensive financial planning. Prior to that, I was an Investment Executive with Fifth Third Securities. I volunteer at the Economic Awareness Council (EAC) to help educate and inspire youth around financial literacy. I earned my Bachelor of Science from Ohio University. I am a certified financial planner™ (CFP®) professional and an Accredited Portfolio Management Advisor. I hold the Series 7, 6, 63 and 65 FINRA licenses.less