Serena is a Senior Associate in ComStock Advisors’ Cincinnati office and has performed hundreds of valuations of businesses ranging in size from under $1.0 million in revenues to over $0.5 billion in revenues. She assists business owners in determining the value of their company for purposes including: succession planning, mergers and acquisitions, employee stock ownership plan implementation and annual updates, estate and gift tax, shareholder disputes, divorce litigation, corporate planning, and appraisal reviews. Highlights of Serena’s valuation industry experience include manufacturing, marketing and branding, architecture and engineering, food and beverage, and construction.
Serena is a Chartered Financial Analyst ® and a member of the ESOP Association, the American Society of Appraisers, and the Covington Business Council. She teaches a monthly financial literacy course to high school students at Covington Classical Academy.
Serena earned a Bachelor of Business Administration in Finance from Xavier University.
- Chartered Financial Analyst (CFA)
- CFA Society
- American Society of Appraisers
- The ESOP Association
- Covington Business Council
- Xavier University, BSBA in Finance