Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Small Business
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies

Education

  • B.S. Family Resource Management with minor in Family Financial Management, The Ohio State University

Community participation

  • Wrestling Coach, High School & Junior High - West Carrollton Wrestling Take Down Club - see us on Facebook
  • Committee Member with "Christmas for All" - Sponsors Christmas party for underprivileged children in Middletown area
  • RIO Board Member - Non-Profit organization providing respite care for disabled adults
  • I enjoy helping with charitable organizations and events; especially benefit golf outings!
  • Proud to assist Military Veterans!

Interests

  • My family is the most important thing in my life.
  • Passionate about spending time with family and friends in Norris Lake, Tennesse and Scioto County, Ohio.
  • Some of my favorite hobbies include golfing, fishing, hunting, boating and flying.
  • In the winter my passion is to coach wrestling for the West Carrollton local schools, primarily Middle School.

My photos

1 albums
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