My passion is helping others and creating champions in the world. I began my career with Edward Jones in 2009 and have three areas of focus: personal finances, small-business retirement plans and non-profit strategies. I am grateful to partner with equally successful and educated professionals that give my clients added agility to navigate changes in laws, taxes and life.

I earned the AAMS™ and CRPS™ designations to expand my knowledge and provide the best service I can to high net-worth individuals, small-business owners and employers. I’m honored to have received referrals across all 11 states in which I am licensed.

The non-profit focus of my business involves me volunteering my time and professional knowledge. I also help organizations extend the life of their grant and fundraiser dollars with appropriate investment solutions. I currently serve as a board member of North Coast Job Seekers, Limitless Ambition and Chapter EX of P.E.O. International. In addition to my leadership roles, I also volunteer and advocate for Copley Community Outreach, Stewart’s Caring Place and Birthcare of Medina.

I love my husband, Alan, and rescue fur babies Tilly, Clyde and Anya. Supporting Alan’s passion to start an organic farm has been rewarding and tasty! I enjoy playing Mahjong, creating meal plans and having new experiences. I am a member of several professional networking and chamber organizations that have blessed me with great friends and connections.

Focus areas

  • Charitable Giving
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Insurance & Annuities
  • Divorce Finances

My Personal Interests

  • Animal Rescue
  • Volunteering
  • Farming
  • History and Museums
  • Sustainability

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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