Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Estate Planning Strategies
  • Investments
  • Family Finances
  • Business Retirement Plans
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Women's Financial Strategies
  • Wealth Preservation Strategies

Community participation

  • Farm Bureau Member
  • Contributor to local food shelf
  • Contributor to The American Cancer Society
  • Sponsor of Springtime of Hope; Akron Ohio
  • Sponsor of Portage County Randolph Fair Livestock Auction