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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Graduated from the University of Michigan, Ann Arbor in 1988 with a Bachlor of Arts and Economics
  • Case Western Reserve University, Weatherhead School of Management, MBA, graduated in 1993

Community participation

Finance Council, Saint Joan of Arc Catholic Church, Chagrin Falls

Cleveland Triathlon Club Member

Ohio Masters Swim Team Member

Interests

Fitness - Swimming, Cycling, Running, Yoga, Skiing

Cooking

Travel

Writing - I love to blog about life and seeing the best in all situations

Pets - Love my dogs and cats