My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Financial Planning for Small Business
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies

Education

  • B.S. Family Resource Management with minor in Family Financial Management, The Ohio State University

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Wrestling Coach, High School & Junior High - West Carrollton Wrestling Take Down Club - see us on Facebook
  • Committee Member with "Christmas for All" - Sponsors Christmas party for underprivileged children in Middletown area
  • RIO Board Member - Non-Profit organization providing respite care for disabled adults
  • I enjoy helping with charitable organizations and events; especially benefit golf outings!
  • Proud to assist Military Veterans!

Interests

  • My family is the most important thing in my life.
  • Passionate about spending time with family and friends in Norris Lake, Tennesse and Scioto County, Ohio.
  • Some of my favorite hobbies include golfing, fishing, hunting, boating and flying.
  • In the winter my passion is to coach wrestling for the West Carrollton local schools, primarily Middle School.

My photos

1 albums
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