Why do I do what I do? Because financial advice does not have to be an elusive idea, and I want to help people achieve their goals. Because my parents divorced when I was a child, I understand what it means to not be financially secure. While I didn't understand it at that time, I now realize what a struggle it was for my mom. I vowed to never let my kids experience financial hardship and I want to help my clients feel secure too.

As part of my established process, I need to understand what is important to the families and individuals I work with and visualize their goals. Once we figure out what is important, we build personalized strategies to achieve those goals. After the plan is in place, we partner together for life to keep on track.

I have been serving my clients as an Edward Jones financial advisor since 2014 from my office in downtown Fremont. Before that, I worked at the Sandusky County Probate and Juvenile Court for seven years. I was a paralegal focusing on estate planning and probate work before that.

I have lived in Sandusky County since 2001. In 2019, my husband, Rob, and I built a new home in Fremont. My girls, Shelby and Sydney, keep me very busy with dance and softball. When I am not busy with them, I am a member of the Chamber of Commerce of Sandusky County, the secretary of the Fremont Lions Club and on the Board of Leadership Sandusky County. I also golf and love to travel.

I attended Franklin University and graduated summa cum laude in 2013 with a bachelor's degree in business administration. I received the AAMS® professional designation in 2016. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Personal relationships are key, and in my view, meeting face to face helps to build strong relationships. Please contact me to discuss your situation.

Focus areas

  • Retirement Income Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Wealth Strategies

My Personal Interests

  • Bowling
  • Golfing
  • Music
  • Spending Time with Family
  • Traveling

Office Information

Office Address

216 S Front St Fremont, OH 43420

Office Hours

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

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