Welcome! I'm honored to serve as your neighborhood financial advisor.

I grew up in Groveport and have lived in Canal Winchester for the last 20 years. I am passionate about our community and improving the financial outlook for all who live and work here. I cherish the relationships I've built and look forward to building many more.

If you prefer personal attention, are serious about your money and want to work with a financial advisor who translates investment speak into relatable terms, we may be a good fit to partner together.

Let's start by understanding what's most important to you. I'll be your advocate - someone who really listens and understands. Together, we will use a well-established process to build personalized strategies to reach your goals. Your plan should be as individual as you are. You'll know what you own, why you own it and understand how it fits within your investment comfort zone.

I will help protect you, your family and your wealth. A plan for healthcare costs, long-term care and a path to transfer your assets smoothly when the time comes. We will take all the time together you need to feel confident, maybe even excited, about the opportunities.

We will partner together throughout your life to keep you on track. Regular reviews give us the opportunity to discuss what has changed in the last year. Making time for this is important. I offer options to fit your schedule and style. Appointments are available on evenings, weekend, over the phone or web conference. Because personal service is a big deal. And so are you.

My husband, John, daughter, Mackenzie, and I relish boating, football and hockey. Sports cannot come back fast enough for us. In my free time, I enjoy cooking, audiobooks and playing nerdy board games.

I have 15-plus years of experience building relationships. I am chair-elect of the Canal Winchester Chamber and a member of Canal Winchester Schools Business Advisory Council.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • LGBT Finances

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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