Making an impact in your business and your life

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Before embarking on my financial services career as the new century dawned, I spent several years working for a privately-held industrial company led by a dynamic CEO and management team –which gave me a birds-eye view of the hopes and dreams, challenges and opportunities of a special breed – namely the entrepreneurs who would become the driving focus and passion of our financial business at UBS.

From my days on the client side, to my years at Merrill-Lynch, McDonald Investments and now UBS, I have focused on meeting a need that too often goes unmet in my profession – a need that transcends simply providing routine asset allocation and portfolio management. That’s why; I never begin by focusing on the numbers. Rather I take the time to truly understand their businesses, to learn what gets them going in the morning and, just as importantly, what keeps them up at night.

In so doing, I can secure the insights to help them better pursue both their financial and personal aspirations. I can shape a plan focused on retirement income for them and their employees. I can help them create sustainable structures for educational funding, charitable giving and estate planning. And I can help them access credit to expand their business, purchase a home, or care for a loved one.

I earned my bachelor's degree in business from Bowling Green State University and where I met my wife, Teresa. It was at Bowling Green that I learned the value of giving back having served there in several capacities. I continue that tradition on the boards of the Mayo Society of Cleveland, the Collaborative to End Human Trafficking, the Irish American Charitable Foundation, and Prayers from Maria. My wife and I live in Westlake with our 3 children.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Certified Exit Planning Advisor
• Portfolio Manager
• Senior Retirement Plan Consultant
• Endowment & Foundation Consultant

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I have spent half my life in financial wealth management, but the first and most important lesson I learned about the business came from watching my dad at work as a young girl: it's all about relationships. What he taught me was a unique ability to foster genuine and meaningful connections. It's been a cornerstone of my professional and personal development, leading me in my current role with Hardy Wealth Partners.

If you have read Sean's bio you know that he spent several years working for a privately-held industrial company; a company my dad managed. He hired Sean out of college so we have known each other for almost 30 years. That connection expanded my world into financial services and set me on a path to work from the ground up, and in the process, discovering how the best businesses in our industry are run.  I have held several roles at the firm ranging from client service and planning to compliance and management which make me uniquely positioned to bring both experience and knowledge together as we build our business.

Understanding the families we serve and helping them build their dreams and opportunities in their personal and professional lives is at the core of what we do. Recognizing their vision.  Valuing their perspective.  Making connections.  Focusing on what drives them.  What inspires me to serve our clients is witnessing their commitment to serving their families, their business and their community.

I earned my bachelor's degree in business administration from Kent State University. I am a member of the ASPCA and volunteer with Habitat for Humanity.  I reside in Phoenix, Arizona with Kevin and our dog Murphy.

• Financial Paraplanner Qualified Professional™

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I believe a great advisor is an advisor who is curious. Why? Because no two people are the same and no two people stay the same. It takes curiosity to better understand each client’s unique priorities, needs and challenges. And it takes understanding to recognize when and how those priorities may change over time.   

As a Senior Wealth Strategy Associate, that is what is  paramount: Taking a genuine interest in my clients and  shaping strong financial outcomes for individuals, families, and businesses alike.  

At Hardy Wealth Partners, working in tandem with teammates, colleagues, and clients is what inspires me.  Everyone has a unique story to tell- from challenging the status quo, to stories of sacrifice and resilience. I am grateful for the priviledge to build, sustain, and deepen relationships each day.

As a first-generation college graduate & the daughter of an Irish immigrant, hard work, humility and a can-do spirit were instilled in me at an young age. This is why the famous words of George Bernard Shaw resonate with me so personally:  “Life is not about finding yourself.  Life is about creating yourself.”   I am passionate about financial planning, education, and empowering clients to know that they can achieve their goals.

A proud graduate of the University of Dayton, I am blessed to help elementary students with financial literacy & economic empowerment as a volunteer with Junior Achievement. I am an Associate Board Member of West Side Catholic Center. And when I’m not working with clients, you might find me traveling, attending a stand-up comedy show, or playing Gin Rummy with family lakeside on Johnson’s Island.

• OH

After five years in financial services, I can say with absolute certainty what I love most about this industry -- building relationships with clients and colleagues. Early on in my career, I learned that the most important ingredient in building successful, trusting relationships is active listening. Because listening leads to understanding and understanding leads to solutions that best meet the needs, goals, and desires of our clients. 

Whether the client is an individual, a family or a business, my highest priority is providing the highest possible level of service for them. Every day in financial services is different – which means every day is another opportunity to discover new ways to better serve our clients and make a positive impact. 

Following graduation from Ohio University (Bachelor of Business Administration), I began my career at Key Bank before coming to UBS in 2019. The oldest of five daughters and proud Irish Catholic, I am grateful for the opportunity to give back by volunteering for organizations such as the Cleveland Metroparks and City Dogs Cleveland. Residing in Cleveland’s vibrant Tremont neighborhood, I enjoy Cleveland sports, spending time with family, and trying out new restaurants around the city.