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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Retirement Plan Distribution
  • Charitable Giving
  • Insurance
  • Family Finances
  • Retirement Planning Strategies

Education

  • B.S.B.A, Finance - Financial Services, The University of Akron

Awards & recognition

  • Great Lakes Advisor Group, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

Stark County 4-H, club advisor, 2000 - present
I proudly serve the youth of our club and county inspiring them to Make the Best, Better.

Rotary Club of Plain Township, Member 2021 - present
Board Member - 2022

Washington Township Volunteer Fire Department Golf Outing, Co-Chairperson, 2021 - present

Interests

I enjoy spending my free time with my family. I have been married to my husband, Brandon, since 2004 and we have two beautiful daughters, Jenna and Lena. You might find us around the campfire in the back yard with friends, in the woods exploring nature, or even on the golf course together.

I also enjoy cooking and canning fresh fruits and veggies to share with my family and friends. On occasion, I will escape to my craft room to paint or sew for a little alone time.

My photos

3 albums
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