Education
- Ohio University, B.S.
Professional Associations
- Association for Corporate Growth
- CFA Institute
- CFA Society of Columbus
- The ESOP Association
Past Speaking Engagements
- February 2021: Society of Financial Service Professionals – “Succession Planning and Buy-Sell Agreements – Address Now or Distress Later”
- November 2020: Worthington Estate Planning Council – “Impact of COVID-19 on Business Valuation: A General Overview”
- November 2019: Worthington Estate Planning Council – “Succession Planning and Buy-Sell Agreements: Transitioning Ownership Interests”
- November 2018: The Catholic Foundation Sauter Seminar – “Maximizing the Value of Your Business”
- October/November 2018: GBQ Consulting LLC (Cincinnati and Columbus, OH) – “Dispelling 10 Myths about the Valuation of Your Business”
- May 2018: Association for Corporate Growth Case Study Series – “What is the Value of My Business”
- September 2017: GBQ Consulting LLC (Cincinnati, OH) – “Selling Your Practice: Tips for Maximizing Value”
- April 2017: The Catholic Foundation Martha’s Group – “Business Planning”
Community Activities
- Ohio University – Finance Advisory Committee
- The Catholic Foundation – Board of Trustees
- Saint Paul’s Outreach – Advisory Board
- Association for Corporate Growth – Past President of Women in Transactions
- The CFA Society of Columbus – Past Committee Member
- Cristo Rey High School – Past Committee Member
- The Heinzerling Foundation – Past Committee Member
- The Junior League of Columbus – Past Member