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
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


  • CRPC™ Chartered Retirement Planning Counselor™
  • ADPA™ Accredited Domestic Partnership Advisor™
  • APMA™ Accredited Portfolio Management Advisor™


  • 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

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


  • 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