Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Insurance

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, The Ohio State University, Columbus, Ohio
  • Master in Political Science, Ohio University, Athens, Ohio
  • Ph.D. in History, Ohio University, Athens, Ohio

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

Habitat for Humanity of Southeast Ohio Board

Southeast Ohio History Center

Interests

Traveling, Golf, and Reading