Meet The Team

I am an Investment Analyst focused on research that assists the advisors of J.Nelson Financial Group in implementing asset allocations that meet the investment objectives and risk tolerances for clients. I also help in the onboarding process, build and update Envision plans, and service accounts.

Prior to joining J.Nelson Financial Group, I studied Finance at Xavier University in Cincinnati. I began my career in corporate finance in the Cincinnati area and have prior experience working in the Wealth & Asset Management division for Fifth Third Bank.

Outside of work, I enjoy spending time with friends and family, playing golf, bike riding, and cheering for Cincinnati sports teams.