Advisor profile

My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Chartered Retirement Planning Counselor (CRPC)
  • Series 7 license
  • Resident License Ohio- Accident, Health, Variable Annuities & Life
  • Non-Resident License FL, IN, KY, OR


  • My family which includes my husband, Jeff and 8 year old son, Brady.
  • I enjoy golfing, cooking and trying new activities
  • Spending time with family and friends is important to me
  • I adore animals & have a family dog named Kujo

Awards & recognition

  • Five Star Wealth Manager, 2014,2015