Advisor profile


My approach

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement® approach to help my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

Areas of focus

  • Family Finances
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Charitable Giving
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Investments
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Cash Flow Management Strategies
6
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®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Wright State University - Bachelor of Arts in Psychology

Interests

I'm very lucky to have great people in my life and I like to spend as much time with them as possible. My family owns a lake house in Kalkaska, Michigan just outside of Traverse City, and we take trips there during the summer and fall. My boyfriend and I enjoy traveling as well - we recently took a trip to Athens and Santorini in Greece!

During a typical week, I spend time cooking new healthy recipes, going to spinning classes, and taking walks with my dog, Brutus. I'm also a huge football fan and am loyal to The Ohio State Buckeyes and New England Patriots. I am a parishioner at St. Henry parish in Dayton where I attend weekly mass.

Community participation

  • Team captain for Walk to End Alzheimer’s –Dayton
  • Kind Ambassador for The Kind Campaign
  • Parishioner at St. Henry parish