Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Women's Financial Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Life, Health and Accident Insurance
  • Series 7, 31, and 66

Education

  • BBA Economics from Cleveland State University

Interests

On a personal note, I live in Avon Lake with my husband and our little dog Sophie. I enjoy spending time with family and friends, traveling and gardening. As an active community leader, I enjoy volunteering with Easter Seals of Northern Ohio.

Community participation

  • Lorain County Chamber of Commerce
  • Easter Seals of Northern Ohio
  • Northcoast Chamber of Commerce
  • No Rules Network

Awards & recognition

  • Five Star Wealth Manager, 2015, 2016, 2017, 2019 & 2020

Previous experience

  • Financial Advisor, Merrill Lynch, Cleveland OH,, Dec 2010- June 2012
  • Financial Advisor, Morgan Stanley Smith Barney, Westlake, OH, Aug 2009- Sept 2010
  • Vice President/Client Advisor, FirstMerit Bank, Elyria, OH, Oct 2005- Dec 2008
  • National City Bank/PNC, various posititions, Cleveland, OH, June 1993- Oct 2005