Advisor profile


My approach

Working with me saves you time

Women face different financial struggles. You may be the primary bread winner and take care of children and/or aging parents all while running your household. I provide financial advice that helps you balance your financial needs and wants which ultimately saves you time. The core of my business is one to one financial advice. I look at all aspects of your finances, including:

· 1:1 Financial advice based on your goals and needs

· Cash flow analysis & debt management

· Retirement planning

· Investment management

· Insurance needs analysis

· Tax reduction strategies

· Estate planning/settlement strategies

We develop a personalized plan and conduct regular reviews of your progress and investments. In addition to personalized advice, my specialties are divorce financial planning and women’s financial strategies. My dad and I formed a consulting company called Alternative Divorce Solutions to help people better understand all aspects of their finances during divorce and feel confident about the settlement they are accepting.

I am a working mother and realize that time is a precious commodity. I want to help you spend time doing the things you love with the people you love most and feel financially confident.

Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial does not offer tax or legal advice. Consult your tax advisor or attorney. Ameriprise Financial cannot guarantee future financial results.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Investment Management
  • Intergenerational Planning

Qualifications

  • CDFA®; Certified Divorce Financial Analyst®
  • FINRA Series 7 & 66 licensed

Education

  • The Ohio State University, BSBA - International Business
  • The Ohio State University, BA - Spanish

Interests

  • I enjoy spending time with family and friends above all else
  • Boating
  • Water Sports
  • Sporting Events
  • Coaching

Community participation

  • Women's Board of Dayton Children's Hospital
  • WiBN - Women in Business Networking Group
  • BNI Networking Group - Past President
  • Volunteer for Crayons to Classrooms
  • Volunteer for The Foodbank of Dayton
  • I support local school and various sports teams in our community
  • I like volunteering and welcome new volunteer opportunities that benefit my community

Awards & recognition

  • Better Business Bureau Accredited , 2019

Professional associations

  • Institute of Divorce Financial Analysts

Previous experience

  • The Reynolds and Reynolds Company, 4 years
  • Insight Global, 1 year

Helping others is my passion

Working for my family’s business has always been passion of mine. Coming back to the business once my husband and I started our family gave me a chance to see how the practice had grown. It was important to me to be able to work closely with my dad and he was actively growing the specialty advice branch of divorce financial planning. That specialty work coupled with women’s financial strategies seemed a perfect fit for me.

After working many cases, we decided to break the divorce financial planning work into its own company, Alternative Divorce Solutions. I take great pride in helping people through difficult times then working with them to build a fresh start and create new goals for their future.

Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.