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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Bachelor of Science In Business Administration

Education

  • Youngstown State University - Bachelor's Degree 1997-1999 Graduated Magna Cum Laude
  • University of Mount Union 1995-1997 - Transferred to Youngstown State University
  • West Branch High School 1991-1995- High School diploma graduated with Honors

Community participation

  • Past Worthy Matron of Eastern Star in Deerfield, OH
  • Sunday School Teacher/ Volunteer at First Christian Church in Alliance

Interests

  • I enjoy tennis, boating, skiing & snowboarding.
  • My husband & I enjoy traveling to watch our daughter play volleyball for the University of Findlay or visit our son at Camp Lejeune.
  • Finally, our family would not be complete without our 4 dogs & 4 cats!