Member of the team since 2025
Resident of Galena, Ohio
"Financial well-being has the power to create confidence and to provide freedom to focus on what is truly fulfilling in life. I’m passionate about helping individuals navigate the complexities of personal finance."
Topics or areas of expertise:
- Financial Planning
- Investment Management
- Financial Advice for Women
Education:
- Bachelor’s degree from The Ohio State University
- Master’s in Business Administration from Franklin University
- FINRA securities registrations: Series 6, 7, 24, 63, 65
- CERTIFIED FINANCIAL PLANNER® professional
- Accredited Investment Fiduciary®
- Certified Plan Fiduciary Advisor
- Certified Retirement Counselor®
Professional affiliations/involvement:
- Financial Services Institute
- National Association of Plan Advisors
- CRC® Practice Analysis Review Committee
Community Involvement
- Northside Fellowship Bell Choir
When she's not in the office you can find her:
Spending time with her husband Dave, and two boys, Alex & Austin. Whether it’s with sports, Scouts, or their church, they're always on the go!
What’s the best piece of advice you’ve ever gotten?
“Happiness is not about getting all you want. It is about enjoying all you have.” Our perspective and vantage point are powerful.
Do you have pets?
We have a Greater Swiss Mountain Dog named Bella and a cat named Hops.
If you had to describe yourself using three words, what would they be?
Dedicated, Curious, Driven