"We know that our clients trust us not only with their assets, but also with their hopes and visions for the future. At Madison we strive to earn that trust by working with integrity and an intense dedication to helping our clients realize those dreams."
| Madison Wealth Management |
Cincinnati |
Portfolio Services |
2008 - Present |
| Mariemont City Schools |
Cincinnati |
Substitute Teacher |
2005 - 2008 |
| Western-Southern Life Insurance |
Cincinnati |
Sr. Investment Analyst |
1986 – 1993 |
| Western-Southern Life Insurance |
Cincinnati |
Methods Analyst |
1983 – 1986 |
Xavier University, Cincinnati, OH
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Graduated with a Masters in Business Administration, Finance major |
Williams College, Williamstown, MA
|
Graduated with a Bachelor of Arts, Political Economy major |
- Mariemont City Schools Volunteer: Levy Campaign Committee, Facilities Advisory Panel, PTO Treasurer, Athletic Booster Board, Fine Arts Association
- St. Thomas Church School and youth volunteer , 1998 – Present
- Dan Beard Council, Boy Scouts volunteer, 2006 – Present
- Great Rivers Council, Girl Scouts volunteer, 1998 – 2005
- Youth soccer and track coach, 2000 – 2003
- Williams College Alumni Interviewer, 1985 – 1995
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