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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Women's Financial Strategies
  • Small Business
  • Estate Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Chartered Retirement Planning Counselor®
  • Ohio, Florida, Michigan, and Texas Life & Health Insurance Licensed
  • Series 7- General Security Reprsentative
  • Series 8 (9&10)- General Security Sales Supervisor
  • Series 65- Investment Advisory Agent


  • Bachelor of Science, Business Management - University of Akron

Community participation

  • St. Ladislas Parish and St. Bernadette School
  • West Shore Chamber of Commerce, Westlake, OH


My family completes me. My children, parents and extended family keep me in the present and excited about each new day. Activities with these people are my favorite.

In 1995, I started my career in financial services. I have focused on investment management, tax planning, and retirement planning. Since 2009, I have been helping clients with comprehensive financial planning.

Before children, I was a member of the Cleveland Running Club. I ran 5Ks, 10Ks, 1/2 marathons and 5 marathons. They were 2 Boston Marathons finishing both at 3:50, Cleveland, Columbus and New Orleans.

Prior member of Ski Clubs and ski racing.