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

  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CIMA® Certified Investment Management Analyst®

Education

  • Ohio Northern University - Bachelor of Science in Business Administration, 2011

Interests

The Buckeyes, Columbus Crew, Blue Jackets, Columbus Eagles FC and United States Soccer

Independent film, music festivals and live theater

Craft beer, distillery tours, and wine tastings

Community participation

Volunteerism and Advocacy to Support Increased Standards of Client Care in the Financial Planning Profession:

Financial Planning Association - 2022 National NexGen President

Financial Planning Association of Central Ohio - 2019-2022 Board Member / Career Development Director

Volunteerism and Advocacy to Support Economic Development and Philanthropic Efforts in Central Ohio:

The Columbus Impact Academy - 2020 Graduate

The Worthington Resource Pantry - 2020-22 Food Drive Sponsor

Awards & recognition

  • Five Star Wealth Manager, 2018-2021
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Financial Planning Association
  • Investments & Wealth Institute
  • Business Network International
  • Ohio Northern University Alumni Club
  • The Nordecke
  • The Shadowbox Society
  • Gateway Film Center Members

Previous experience

  • Financial Advisor at Merrill Lynch, 2014-2018
  • Stock Plan Consultant at Fidelity Investments, 2013-2014
  • Registered Representative at Fidelity Investments, 2012-2013

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.