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

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Charitable Giving
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Family Finances

Education

  • Associate of Arts - AA Business Administration - Carroll Community College

Professional associations

  • Phi Theta Kappa Honor Society
  • Alpha Beta Gamma Honor Society

Community participation

Proud supporter and volunteer at the following organizations:

  • American Cancer Society
  • American Heart Association
  • National Down Syndrome Society
  • Salvation Army
  • Special Olympics

Interests

I enjoy spending time with my husband, Kevin, and our daughters, Olivia and Karlie Jay. We enjoy skiing, boating, going to the beach or kayaking on the lake and most commonly, just having family dinners. Olivia has now graduated with her BSN from nursing school at the University of Cincinnati and is currently working as an RN at Johns Hopkins Hospital. Karlie Jay is in the first grade and does tumbling, cheerleading, and plays the guitar. We also enjoy time with our 2 labs, Trout (yellow) and Boh (black).