Claudia has over 16 years of experience serving clients in the areas of financial, estate and tax planning.
Prior to joining HPM Partners, Claudia was a Senior Consultant with Deloitte and Touche’s Private Client Advisors group where she served ultra-high-net-worth clients, such as professional athletes, coaches and business executives.
Prior to Deloitte and Touche, Claudia worked at IMG as a financial executive in the Tennis and Executive Clients Division of McCormack Advisors International serving ultra-high-net-worth clientele. She also worked in the Client Bookkeeping division of IMG, paying bills and maintaining general ledgers for professional athletes, coaches and entertainers.
Claudia earned her B.A. in accounting from Baldwin-Wallace College and is a Certified Public Accountant. She is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs.