Autumn serves as a Senior Financial Planning Associate with the Wernick Spear Group, where she plays a central role in supporting the firm’s client service and operational functions. She works closely with advisors to ensure a seamless client experience, helping to coordinate and execute the day-to-day activities that keep client relationships running efficiently and effectively.

In her role, Autumn is responsible for onboarding new clients, maintaining and servicing existing accounts, and preparing materials for portfolio reviews. She is highly detail-oriented and takes a proactive approach to managing client needs, ensuring that requests are handled accurately and in a timely manner. Known for her strong organizational skills and follow-through, she helps streamline processes and enhance the overall client experience.

Autumn brings a solutions-oriented mindset to her work, consistently looking for ways to improve workflows and deliver a higher level of service. She leverages available resources to support both clients and advisors, ensuring that each interaction is handled with care and professionalism. She holds FINRA Series 7 and 66 registrations and is also a Notary Public.

A Cleveland native, Autumn graduated from Westlake High School and attended the University of Wisconsin–Milwaukee, where she studied Business Administration and Accounting. After returning to Cleveland in 2016, she began building her career in the financial services industry.

Autumn resides in Lakewood with her dog, Tucker. Outside of the office, she enjoys spending time with friends at Edgewater Beach, playing golf and pickleball, and relaxing with a good book on her front porch swing.