About
Ruthie
Leveraging her strong foundation in finance and her dedication to client service, Ruthie assists advisors by preparing and reviewing client performance reports, synthesizing client or prospect data to develop personalized financial plans, and developing financial life management proposals for prospective clients.
Ruthie joined Focus Partners in 2026, bringing expertise garnered from her work at Kovitz and Telemus, where she had been since 2023. In her previous role, she provided valuable support to the firm’s financial advisory, insurance, and family office teams, all with the focus of helping clients achieve their financial goals. Ruthie also monitored clients' asset allocation and rebalanced of portfolios, assisted clients with market and stock research, and participated in client meetings by actively listening to client needs to assist in the development of comprehensive wealth management programs.
In her free time, Ruthie enjoys cooking, scrapbooking, and listening to paleontology podcasts.
Education and Professional Milestones
-Wayne State University – bachelor’s degree in finance
-Has successfully completed the Series 65 exam
Leveraging her strong foundation in finance and her dedication to client service, Ruthie assists advisors by preparing and reviewing client performance reports, synthesizing client or prospect data to develop personalized financial plans, and developing financial life management proposals for prospective clients.
Ruthie joined Focus Partners in 2026, bringing expertise garnered from her work at Kovitz and Telemus, where she had been since 2023. In her previous role, she provided valuable support to the firm’s financial advisory, insurance, and family office teams, all with the focus of helping clients achieve their financial goals. Ruthie also monitored clients' asset allocation and rebalanced of portfolios, assisted clients with market and stock research, and participated in client meetings by actively listening to client needs to assist in the development of comprehensive wealth management programs.
In her free time, Ruthie enjoys cooking, scrapbooking, and listening to paleontology podcasts.
Education and Professional Milestones
-Wayne State University – bachelor’s degree in finance
-Has successfully completed the Series 65 exam