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
  • Social Security Retirement Benefits
  • Family Finances
  • Insurance
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • The Ohio State University - The Max M. Fisher College of Business
  • BSBA 1988

Education

  • The Ohio State University

Interests

  • Spending time with my family
  • Supporting our children in their activities
  • I enjoy cooking great meals with my family and listening to music
  • I stay in shape by training for and participating in various charity triathlon/running events
  • I am from Cleveland, Ohio and graduated from THE Ohio State University. GO BUCKEYES!

Community participation

The V Foundation for Cancer Research

The Ohio State University Alumni Club of the Triangle

YMCA of The Triangle

National MS Society - Greater Carolinas Chapter

Cary High School IMP Club

The Heart of Cary Association

Professional associations

  • Cary Chamber of Commerce
  • The Ohio State University Alumni Club of The Triangle

Previous experience

  • Merrill Lynch Pierce Fenner & Smith, 1999-2009