Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bowling Green State University, Bachlor in Business Administration
  • University of Nantes, France, Minor in International Business

Interests

I enjoy numerous activities but watching my children, our friend's children, and our client's children grow and mature comes first. I have coached soccer from u6-u14 rec and club. I have also been a girl scout leader. In the winter I snowmobile and ski and during the summers I enjoy boating and swimming.

Community participation

  • Treasurer Alpha Omicron Pi Sorority 2000-2007
  • Cheerleading Coach Maumee Middle School 1997-1999
  • Women's Soccer 2000-2009
  • Volunteer Bowling Green Humane Society
  • Girl Scout leader 20011-2013
  • Soccer coach 2013+
  • Treasurer for Commerce Office Park 2017+