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

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 General Securities Representative License
  • Life, Accident and Health, and Variable Products Insurance License

Education

  • B.S. in Business 1978 from Miami University, Oxford, Ohio

Interests

  • Traveling. Over the years, I have chaperoned youth tours through France, Belgium, Germany and Italy and traveled throughout much of the U.S. and Caribbean.
  • Gardening. Working in my yard brings me a lot of satisfaction-its great to be outside!

Community participation

Member - Licking County Chamber of Commerce

Member - Granville Area Chamber of Commerce

Donor - Pelotonia

Donor - Healing Arts Mission

Sponsor - Licking County Coalition of Care Poverty Relief Partnership