It's been said that you can't go back and change how things began but you can start today to change the future. Wherever you are on your investment journey, we welcome the opportunity to partner with you and your family to understand what is important and assist in achieving your goals. I will work alongside you, your accountant and attorney to craft a strategy that focuses on your goals and desires for your financial future.

I am a graduate of The University of Cincinnati (a proud Bearcat) with degrees in finance and management. My career path has afforded me positions within the financial industry which have included corporate accounting in Cincinnati as well as corporate and business banking in the greater Miami Valley. Those opportunities provided me a foundation of financial experience to better serve my clients at Edward Jones.

In the past five years, I have been honored by the Spirit of Partnership Award, Ed Armstrong Achievement Award and the Soar to Success Award. In 2022, I graciously accepted becoming a limited partner in the firm.

Outside of Edward Jones, my family and I are passionate about Cincinnati sports, with a focus on University of Cincinnati football (attending as many games as we can), going to concerts around the area, playing disc golf, home brewing, swimming in the cold waters off the coast of Maine and recently added playing pickle ball when visiting family in the sunshine state.

I could not build a successful business on my own. Annette Schroerlucke is my branch office administrator. Together, we are supported by research analysts, portfolio managers, estate attorneys and advanced technical support from one of the most experienced and trusted financial services firms in the country.

Focus areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Cycling
  • Pickleball
  • Gardening
  • Rowing

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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