Advisor profile


My approach

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.

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
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Intergenerational Planning
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®
  • CLTC® Certified Long Term Care®
  • FINRA Series 7 & 66 licensed
    CA Insurance License

Education

  • The Ohio State University, Columbus, OH - BSBA
  • Central Michigan University, Dayton, OH - Master of Science in Administration

Interests

I enjoy spending time with my family above all else.

My biggest interests include:

  • Golf
  • Going to our lake house
  • Boating
  • Fishing
  • Sporting Events
  • Martial Arts
  • Coaching
  • Woodworking
  • Dog Lover

Community participation

Member of Dayton Area Chamber of Commerce

Past board member of Institute of Divorce Financial Analysts ®

Sponsor, donate and volunteer for Crayons to Classrooms - dc2c.org

Donate to Unverferth House / John Hicks Unlimited Love

Volunteer for The Foodbank of Dayton

Donate to Parkinson Support & Wellness

Donate to Alzheimer's Association

Donate to Shoes for the Shoeless

Donate to Dayton Children's Hospital

I support local schools and various sports teams in our community.

I take pride in being involved with our local Dayton, OH organizations, especially those focused on community development.

Awards & recognition

  • Ameriprise Hall of Fame Inductee, 2020
  • Ameriprise Diamond Ring Club, 2007
  • Ameriprise Circle of Success, 1997-2021
  • Five Star Wealth Manager, Cincinnati Magazine 2012, 2015
  • Better Business Bureau Accredited, 2019

Why divorce financial planning?

Years ago, I was involved in what my attorney called a “business divorce”. Another advisor and I had a revenue sharing agreement. He claimed we had a partnership and I owed him half my income – for the rest of my life. I was stunned and devastated; I trusted this person. The next three years were very difficult, as people I called friends, chose sides. I was caught up in a system where things were spinning out of control and nobody really cared. I had to become my own financial advocate.

I specialize in divorce financial planning because I know what it feels like to have your world turned upside down. I am that somebody who cares. You shouldn’t have to go through a divorce without good financial advice!

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

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.