Serena is a former Spanish teacher that is passionate about helping people achieve their goals. She will utilize her background as a former teacher to enhance the WSF team mission in educating clients.

Serena will help financial advisors in their daily activities of managing clients’ financial plans and assist in educating clients each step of the way helping to achieve financial well-being.

Serena will focus on expanding operational management, seminar/event coordination, and social media outreach, as well as delivering all things client service.

Serena graduated with a major in education from Miami University in 2019. She was born and raised in Cincinnati, but recently bought a home in Sandusky with her boyfriend, Max, and their dog, Ralphie. She enjoys spending time with friends and family along with reading, cooking, skiing, and traveling.