Advisor profile

What you can expect when you work with me

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.

Get started
19
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
  • Family Finances
  • Retirement Planning Strategies

Education

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

Awards & recognition

  • Great Lakes Advisor Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024

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
Board Secretary - 2023-2024

The Wade Main Memorial Golf Outing: Washington Township Volunteer Fire Department, 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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