I put my clients first
As an Ameriprise Private Wealth Advisor and franchise owner in the Dayton, OH area, with over 28 years’ experience, I have extensive experience helping affluent people feel confident in their financial decisions.
The core of my business is one to one financial advice. We develop a personalized plan based on your goals and needs. We conduct regular reviews of your progress and investments. I look at all aspects of your finances, including but not limited to:
• 1:1 Personalized financial advice
• Cash flow analysis & debt management
• Retirement planning
• Investment management
• Insurance needs analysis
• Tax reduction strategies
• Estate planning/settlement strategies
In addition to personalized financial planning, I specialize in divorce financial planning because I know what it feels like to have your world turned upside down. I feel so passionate about helping people through the divorce process that my daughter and I decided to break the divorce financial planning work into its own company, called Alternative Divorce Solutions.
Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.