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
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Saving for Education
35
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
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science in Business, Wright State University, June 1985

Interests

My interests are vast and almost always surrounded by family and the core values we believe in. I love to travel with my husband of 25 years and together we have visited some of the most interesting places in the world.

Some of my fondest memories are the time spent with people of different and unique cultures during our travels. I love art and theater and trying different foods from every part of the world.

My family and my relationships with my clients are very dear to me and I consider myself lucky to have these wonderful people in my life.

Community participation

  • 2017-18 Campaign Chair for the Leukemia & Lymphoma Society Man & Woman of the Year, Dayton, Ohio
  • Actively involved in the India Club of Metropolitan Dayton
  • Teach Indian dance and culture to children in the Dayton area
  • Member of the Social Advisory Board for the Country Club of the North
  • Member of the Greene County Volunteer Leadership Council for the American Cancer Society
  • Health Initiatives Committee Chair of the Greene County Volunteer Leadership Council for the American Cancer Society

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2017

Professional associations

  • DTMA