Mae oversees every aspect of the client journey; from onboarding and ongoing operations to client events and the important life moments in between. She is passionate about creating a seamless, thoughtful, and personalized experience for each client while ensuring the firm’s operations run smoothly and efficiently.
A key focus of Mae’s role is supporting next-generation clients and advancing financial education for families. She works closely with clients to help simplify complex financial topics, foster financial confidence, and support long-term planning across generations.
Mae earned her degree in Finance and Investment Management from the University of Dayton. She started her career at J.P. Morgan and joined the Iterhic team in 2024. She currently holds her SIE, Series 7, Series 63, and Series 65. Outside of the office, Mae enjoys weightlifting, personal training, and exploring local food and events around Columbus with her fiancé.