Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments

Education

  • Bachelor of Arts, The Ohio State University, 1992

Awards & recognition

  • Ameriprise Financial Client Satisfaction Survey Award, 2010

Community participation

Participating in charitable activities is important to me. I have run with Team in Training for the Leukemia Society, walked in the Down Syndrome Association Buddy Walk and Komen Race for the Cure. In addition, I have raised funds for the Muscular Dystrophy Association and volunteered at the Mid-Ohio Food Bank.

Interests

Helping my infant begin to explore her surroundings has been one of the most rewarding experiences of my life.

I enjoy vacationing on Hilton Head Island with my family.

I like to run and hike with my husband in the Columbus Metro Parks.