As a third-generation Clevelander, I love this town! I graduated from John Carroll University with a degree in business. I volunteer at Cleveland's oldest building, Dunham Tavern Museum, and lead groups of visitors through this historic building. I have also volunteered with Apollo's Fire, Lyric Opera Cleveland and Shaker Heights Arts Council. My latest volunteer activity is with the Partners of the Cleveland Institute of Music, where we assist the students attending Cleveland's premier conservatory. I enjoy the musical side of Cleveland, taking in the Cleveland Orchestra at Severance Hall and Blossom Music Center. Having gone to school in this area, I realize the importance of education, and I strive to help my clients prepare financially for the next generation's higher education expenses.
My assistant, Tim Coles, has been helping our clients since 2010, and as a team, we are devoted to your care.
I focus my energies on my clients as they plan for a comfortable retirement. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique needs. I have been with Edward Jones since 2003, and my office in Lyndhurst is convenient to all Northeast Ohio residents.
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
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