Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Divorce Financial Planning
  • Investments
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CDFA® Certified Divorce Financial Analyst®

Interests

I enjoy volunteering my time to speak with women in the Columbus community about financial education.

I am a avid downhill skier, having skied much of the East and West.

I practice a few forms of yoga such as Ashtanga,Hatha,Kundalini and Vinyasa(my Fav!).

I enjoy golf and I am hoping that someday I will shoot a 72 !!

Community participation

I have volunteered my time for the Girl Scouts of Ohio's Heartland teaching financial literacy workshops for the Women at Ohio Reformatory as well as for the young girls.

I volunteered for Going Places Network/Dress for Success in conducting financial literacy workshops for the women at the Ohio Reformatory.

Former Board Member of the Women's Small Business Accelerator (WSBA) 2017

Former Board Member for the National Association of Women Business Owners as the Vice President of Corporate Partners 2013-2017 and voted 2014 Member of the Year. Columbus Chapter

Graduate - Entrepreneur Exchange Program-ScaleUp America SBA , 2016

Previous experience

  • Financial Advisor, LPL Financial, Columbus, Ohio, 2011-2013
  • Securities Lending Trader, NYFIX, New York, New York, 2005-2009
  • Securities Lending Trader, Fleet Securities, New York, New York, 1997-2004
  • Securities Lending Manager, National Financial Services-Fidelity Investments, New York, New York, 1986-1997