Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Intergenerational Planning
  • Estate Planning Strategies

Qualifications

  • FINRA Series 7 License and Series 66 License
  • State of Ohio, Accident, Health and Life Insurance License

Education

  • Lourdes University, 2016 BA History

Previous experience

  • Client Service Manager, Ameriprise Financial LLC. , 2017, Toledo, OH, 2017 - 2024

Interests

My diverse interests significantly enrich both my professional and personal life.

I am fascinated with ancient Roman and Egyptian history as well as European history, which not only deepens my understanding of cultures and societies but also enhances my strategic thinking and decision-making skills in business contexts.

I enjoy watching not only professional baseball games (Go Tigers!) but also supporting my son's Little League team.

Many weekends, you will find me at local outdoor concerts, which offer a relaxing and enjoyable way to network with colleagues and community members.

I am also an avid reader of mystery novels and non-fiction.