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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

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

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.

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.