My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Community Participation

I volunteer, annually, at Toledo area food banks.

Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits


  • Associate of Applied Science, Business Management, Monroe County Community College

Professional Associations

  • Point Place Business Association
  • EPIC Toledo

Previous Experience

  • Financial Advisor, MetLife, 2011-2013