Wealth Management Specialist
Focus
Missy strives to deliver a seamless and delightful client experience. She partners closely with our advisors to help clients attain their financial goals and their ideal quality of life.
Background and experience
Missy grew up in Ohio and attended Miami University in Oxford, Ohio where she earned her Bachelor of Arts degree. She has spent her career focused on helping people and businesses be successful.
At Trailhead, Missy works with our clients on their operational and planning needs.
Away from the office
Missy and her husband, Steve, have two boys, Grant and Bennett, and a mischievous lab named Muddy.
They love to play outdoors, including skiing, biking, and camping.