Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Small Business

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 and 66
  • Life, Accident and Health, and Variable Annuity Insurance License

Education

  • The Ohio State University- BS in Business Administration and Specialization in Finance
  • The Ohio State University - Minor in Legal Foundations of Society

Interests

I aspire to help clients achieve confidence in their financial future and reaching their investment goals.

Aside from work, I enjoy playing tennis, traveling, and hanging with my friends and husband, Lucas, in Cleveland. I look forward to finishing my MBA this spring at Case Western Reserve University.