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

  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Investments
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.A. Psychology, Thomas More College, 1978 - Cum Laude
  • M.ED. School Psychology, University of Cincinnati - 1988

Interests

Running - I have raced (slowly) in numerous 5K and 10K events.

Disc Golf - my first witnessed "hole in one" in September of 2012.

Family Vacations - Traveled to Disneyworld and Sanibel Island in June of 2012.

Biking - Family excursions to Miami Whitewater and Loveland Bike Trails.

Chess - participation in several Kentucky Blue Grass Games Chess Tournaments.

Community participation

I volunteer at St. Vincent De Paul through my parish conference(IHM Church) and conduct home visits and assist families in our community. I have completed Financial Mentoring training through St. Vincent De Paul to assist individuals and families with financial and debt issues that they may face.