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

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Cincinnati: BBA in Accounting
  • University of Cincinnati: MS in Finance, with a Focus in Financial Planning

Interests

When I'm not helping people reach their financial goals, I enjoy spending time with family and friends, going on hikes with my pup, playing golf and basketball, and traveling to new places. One goal is to visit a new country every year, and so far, I'm on track!

I am also an avid sports fan and enjoy rooting on my Bengals and Bearcats whenever I can!

Community participation

Supporting community locally and abroad is important to me and a value I learned at a young age. Starting at ten years old, I’ve traveled across the globe on different mission trips. Specifically in Kenya, my parents started an initiative to provide safe water for rural schools. More than 70 clean water wells have been built to date. My family and I continue to support this effort through fundraising and regularly traveling to Kenya.

Locally in Cincinnati, I am a member of the Red Shoe Crew, which is a group of young professionals dedicated to fundraising and serving families through the local Ronald McDonald House Charities.