Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans


  • LUTCF® Life Underwriter Training Council Fellow℠


  • Kent State University, Bachelors of Business Administration in Finance and Management, 1990

Previous experience

  • Financial Services Representative, Met Life, 1990-2016, Killbuck, Ohio, 26 Years

Community participation

  • 4-H Volunteer
  • Holmes County Jr Fair Dairy Committee
  • Holmes-Wayne Electric Board Member


My interests include:

  • Spending time with my son, John. We love snow skiing, camping and walking the dogs.
  • I also enjoy watching John participate in 4-H and school activities.
  • To relax, I ride my horse "Jessie" through Ohio State Parks and around our family farm in Glenmont