I have spent over 20 years in the financial services industry. Before joining Edward Jones, I owned my own CPA practice, worked in public accounting and was a CFO for a large non-profit. I graduated with a Bachelor of Science degree from Miami University, double majoring in accounting and information systems. I hold the FINRA series 7 and 66 security registrations, am insurance licensed to provide long-term care, life, and disability insurance as well as hold my CERTIFIED FINANCIAL PLANNER™, CFP®, certification* and the Accredited Asset Management Specialist™ (AAMS®) designation.

I provide highly personalized service. Working closely with you and your CPA, attorney and other trusted professionals, I help determine the appropriate financial strategy for individuals and families.

Our core beliefs:

- Our clients' interests come first.
- Integrity: our services will be provided with honesty.
- Competence.
- Confidentiality: you can be assured that your information can only be accessed
by those that are authorized to do so.
- Professionalism: our clients are treated with dignity and respect.

We strive to provide:

- Monthly scheduled contact to include quarterly reviews.
- Rapid response to any questions or inquiries with a 24-hour resolution standard.
- Multi-generational planning.
- Clearly defined, realistic goals.

What we ask of our clients:

- Communication of any questions or changes, such as notification of changes in
financial or risk profile.
- Timely response to our communication and respect for scheduled appointments.
- Respect for staff.
- Willing to work with other trusted professionals in order to coordinate efforts and
determine the most appropriate financial strategy for you and your family.

*The CFP® certification requires completion of a program of study in personal financial planning as well as a comprehensive CFP Board Exam, commit to its code of ethics and agree to pursue continuing education.