Advisor profile


My approach

It's all about you.

I believe that everyone can live their best life with the right advice.

I work with people and their families across multiple generations to grow and protect their investment assets, networth, and legacy. Myself and our investment team have a proven investment process which is rigorous, sophisticated, and includes higher levels of oversight and care than you're probably used to. I also offer in-depth financial plans custom-built to your needs, and have helped so many people increase their confidence about getting retired, and staying retired.

Leverage my time, financial advice, and investment prowess to help you maximize your time doing the things you are passionate about so that you can live your best life; now and in the future.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Small Business
  • Women's Financial Strategies
  • Estate Planning Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • 2002 Bowling Green State University, M.A.

Interests

    I love spending time with family and friends; on the water, in the field, or anywhere we can pursue connection and adventure together.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2012-2021

Professional associations

  • Market Technicians Association

Honored to receive industry recognition

I have some good news to share — I’ve won the 2021 Five Star Wealth Manager award! While it’s my name on this award, it would not have been possible without the continued trust of our clients and without a team that’s dedicated to providing the best possible service.