Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
27
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℠

Education

  • Wright State University Batchelor of Science in Business, Financial Planning and Services

Interests

Tennis

Exercise and fitness

Married for 29 years and have two daughters who are very active in competitive tennis

Facilitator of a women's book club

Travel

Community participation

Involved with charitable events, such as the Jennifer Schmidt Memorial Tennis Tournament each year

Volunteer for several organizations, such as St. Luke Elementary School and Carroll High School including charitable golf outings, booster club, and fundraisers

Active participant in weekly Bible study