Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. in Human Ecology- Cosumer and Family Financial Services CFP Track- The Ohio State University

Awards & recognition

  • ClearCourse Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023 - 2024

Community participation

  • The Fraternal Order of Eagles member
  • YMCA member and volunteer
  • Columbus Young Professionals member

Interests

  • I love travel, especially to National Parks and forests. I enjoy backpacking, white water rafting, fishing, and camping.
  • I am a proud graduate of The Ohio State University and enjoy attending Buckeye football and basketball games.
  • I am passionate about fitness and enjoy a highly active lifestyle.