My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.



  • I enjoy reading, playing bridge, politics and University of Kentucky basketball and football
  • I am a UK Wildcats super fan!
  • Pansy, Biscuit and Lily - our three Chinese Pugs - are our "babies" and the focus of much of our free time.
  • Active member of the Humane Society of the US; Feeding America; Habitat for Humanity; Celiac Sprue  Association; National Wildlife Federation; Alzheimer's Association; Humane Society of Greater Dayton.

Community Participation

  • Past President, Greater Dayton University of Kentucky Alumni Club
  • Member, Ohio Pug Rescue


Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies



Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011, 2012,2013
  • Protect. Grow. Give.®, RiverSource Life Insurance Company2, 2013


  • M.S.S.A., Case Western Reserve University
  • B.A., University of Kentucky

My Videos


My PhotosShow Thumbnails

Pansy, Biscuit and Lily, our three pug babies
Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.