A country girl at heart, I grew up in northwest Ohio working at my father's body shop. An honest work ethic and a desire to give back to my community are just a few of the many lessons my parents demonstrated as I watched them grow their business.

After attending Ohio State University, I fell in love with central Ohio, but I missed my rural roots. I settled in Delaware County in 1999 as it reminded me of home.

Life went as planned until I suddenly found myself the sole provider of my three children. Being a stay-at-home mother, I had to quickly become financially savvy. A family friend, another financial advisor, encouraged me to share what I learned with others. His suggestion lit a fire in me as I saw a great need for others to gain a sense of control over their future. 10 years later, I am privileged to be doing just that with a firm that shares my values.

I am happily married to my husband, Brian, and together we are raising our combined six children in western Delaware county. Kids' activities keep our lives busy, but when possible, we enjoy our local parks. We are members of St. Mary Catholic Church where I serve on the bereavement committee. I am also proud to be a member of the Ostrander Civic Association.

Shelly Robinson, my branch office administrator, joined in 2019, after 24 years in the retail environment. Excellent service and efficient execution of requests drive her to give the best client experience. Shelly is the proud mother of four and in her spare time, she enjoys volunteering with the UCEMA and with her church, Marysville Christian.

Shelly and I are honored to serve the Ostrander community. My passion is to educate and empower my clients to be confident in their financial decisions, whether it be preparing for retirement, income in retirement or college planning. I enjoy teaching about ways to save and invest, and how proactive planning can change the trajectory of a family legacy. I invite you to experience the difference.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Personal Fitness
  • Baseball
  • Health & Nutrition

Office Information

Office Address

9 W North St Ostrander, OH 43061

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 07:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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