Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

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

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.

Community participation

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