Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Small Business
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Intergenerational Planning

Qualifications

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

Education

  • The Ohio State University- BS in Business Administration and Specialization in Finance
  • The Ohio State University - Minor in Legal Foundations of Society
  • Case Western Reserve University - Master of Business Administration with a Specialization in Banking &Finance

Interests

I aspire to help clients reach their investment goals, plan for retirement, and achieve confidence in their financial future.

Aside from work, I enjoy playing tennis and pickleball, skiing, and traveling. My husband, Lucas, and I also enjoy trying new restaurants around our home, Hudson, OH, and the greater Cleveland area.