Advisor profile

What you can expect when you work with me

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.

Get started

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving
  • Investment Management
  • Social Security Retirement Benefits
  • Business Retirement Plans

Education

  • Bowling Green University, B.S. Financial Planning, 2020

Previous experience

  • Client Service Coordinator with Ameriprise Financial, 2023-2024

Community participation

Volunteering is an integral part of my life. I love the community in which I reside and it is my honor and privilege to volunteer whenever possible. Whether I am coaching young athletes, teaching Sunday School, or working alongside other local business leaders to enhance our community, it is my pleasure to use my time to make a positive impact wherever I can.

  • Sugarcreek Business Association Member
  • Ohio Swiss Festival Committee Chair
  • Sunday School Teacher at The Branch Church
  • Middle School Cheerleading Coach Garaway Local Schools
  • Youth Cheerleading Coordinator for Garaway Local Schools
  • Tuscarawas County Dairy Committee Member

Interests

Family

  • My husband, Derek, and I have been married for two years. We have so much fun together and are excited to see what our future holds! We are fortunate to be foster parents to three amazing girls and they bring an abundance of joy to our lives.

Coaching

  • I am a proud graduate of Garaway Local Schools and was a cheerleader throughout my youth. I have been coaching cheer at my alma mater for the past five years and I love working with these young athletes.

Hobbies

  • My husband and I love a good DIY project and it has been fun to pick and choose various home projects that we can tackle together.

My photos

2 albums
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