Financial markets challenge us all. Tax laws change, the economy goes through cycles and global events affect our investment outlook. Given these complexities, I find it most important to understand what you value. Working closely with you and your tax and legal professionals, I then personalize strategies and solutions to help you succeed. My philosophy is to be diligent and pragmatic following a well thought out plan. While it is widely known that simply possessing money does not bring happiness, it is my motivation to positively impact your financial situation, in the present day and into the future, so that you have the means to focus on the parts of your life that do, in fact, bring you joy and happiness.

On a personal note, I am a Wadsworth graduate and resident, the oldest of eight children and an aunt to 21 nieces and nephews. I'm married to my husband, Jameson, and we have a mini Goldendoodle, Riley. In my free time, I love spending time with my family. I also enjoy photography, gardening and remodeling projects.

Outside of the office I am involved with some of our community groups:

- Member of the Wadsworth Chamber
- Serve on the Wadsworth High School Alumni Board
- Serve on the Wadsworth Main St. Economic Development Committee

If you are interested in learning more, email me at [email protected] or call 234-217-9061 to schedule a complimentary consultation.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Office Information

Office Address

1 Park Centre Dr Suite 100 Wadsworth, OH 44281

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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