I strive to improve workflows and operations through efficient systems on a daily basis in an effort to deliver better service to our clients and staff.
Polly came to Schneider Downs Wealth Management in 2019 with more than 14 years of experience in the financial services industry. As a member of the PFS leadership team, she assists with the development and implementation of strategic planning visions. She analyzes technological requirements and aligns them with the desired outcomes. Polly creates and evaluates workflows and processes to determine the potential for efficiency improvements. As a member of the compliance team, she is responsible for maintaining, as well as, reviewing and implementing ongoing compliance regulatory updates.
Polly lives in Cabot with her husband and family. She enjoys visiting the zoo and local museums, traveling, and cruising the Caribbean with family and friends. Any chance she gets, you will find her kayaking on the Clarion River.
B.S. in Business Administration, Clarion University of Pennsylvania
Receive all the latest insights and industry tips.
Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
Gain access to exclusive content from our team of advisors.
Interested in receiving the latest updates from our investment team on what’s going on in the markets? Or maybe you could use some information on the fundamentals of building a successful financial plan. Sign up today to stay in the know!
