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.

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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits


  • BFA™ Behavioral Financial Advisor

Awards & recognition

  • Pave Advisory Team, Ameriprise Client Experience Award, 2022-2023

Community participation

It is important for me to give back to the community and our office supports this mission in several ways. In the last year, we have been involved with multiple hygiene drives & 'A Family for Christmas' through Bricks for North Marion, blood drives in support of the Red Cross, hosted a packing event for Fighting Pretty and a book drive in for Smart Reading. Twice a year we are joined by clients for a National Day of Service, often spending a day sorting food for a food bank or collecting items via a virtual drive. We are an ongoing collection site for hygiene products in support of Bricks of North Marion.


As an official empty nester, I enjoy playing competitive tennis, attending OSU football games, reading and wine tasting. Spending time with family and friends camping, laughing around family dinners, and attending concerts are some of my favorite times and most fun memories.