I've been in the financial services industry for 15 years. As a financial advisor, I am able to partner with our clients to help them reach their financial goals, and make a meaningful impact in their lives. My passion for helping people is what led me to this career path.

Along with Lisa Pfander (my branch office administrator), we serve people in the Dayton and surrounding areas. However, being registered in several states, I have clients all over the country!

Whether your goal is saving for retirement, transitioning into retirement, estate considerations, or general wealth strategies; we are here to help! I want to understand what is important to you so I can help determine the most appropriate personalized financial strategies for you and your family. We will partner together throughout your life to help keep you on track to meet your goals. As we make financial decisions, I believe it is important to work with you as an integral piece of your financial team, alongside your CPA and attorney. This will help ensure that our financial strategies are tailored specifically to your unique needs.

If you are asking yourself any of the following questions:
- How much money do I need in order to retire?
- Will I run out of money in retirement?
- How do I plan for the unexpected?
- What should I do with my 401k?
- How do I make sure my spouse is taken care of after I'm gone?
- What do I need to know about creating an estate strategy?
These are things I can help you with. Give our office a call so we can navigate this together!

As far as my background goes, I was born and raised in the Dayton, OH area. This is where I met and married my husband, Jason. We have three sons: Finn, Noah and Beau. When we aren't at our boys' sporting events, my family and I enjoy playing golf and traveling, as well as anything having to do with outdoor adventure!

Now that you know a little bit about me, let me learn a little bit about you! Give us a call today!

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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