Advisor profile


What you can expect when you work with me

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.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • ADPA™ Accredited Domestic Partnership Advisor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA, University of Oregon, Eugene, Oregon
  • Associates in Arts in Applied Sciences, Walla Walla Community College

Awards & recognition

  • Envisage Wealth, Ameriprise Client Experience Award, 2020-2022
  • Envisage Wealth, Columbus Business First Best Places to Work, 2022
  • Envisage Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

  • Current member and past president of The New Albany Rotary Club
  • Current board member of The Legacy Fund of the Columbus Foundation
  • Ronald McDonald House Volunteer

Interests

  • I enjoy playing with my two dogs
  • I'm an avid golfer
  • I also really enjoy the outdoors, especially biking, hiking, and backpacking
  • During the spring and summer I enjoy gardening and grilling as well