Empowering my clients to reach their financial goals is my passion. This can include retiring comfortably, caring for your family, growing your business or giving to causes you care about. I will work hard to understand your unique story and create a personalized strategy that meets your needs. Then, we will partner together throughout your life to help keep you on track to achieve those goals. In addition, I work closely with your estate planning attorney and tax professional to ensure all possible issues and concerns are being addressed.

Having lived most of my life in the Franklin County area, I feel a deep sense of pride in giving back to this community. I have served on the board of directors for the Franklin County Area United Way and am currently on their advisory committee. I was also a member of the Immanuel Lutheran School Board & the Washington Jaycees.

In my personal life, my husband, Michael, and I have two children, our son, Jak, and daughter, Bryce, that keep us very busy. We enjoy traveling when we can, spending time outside and finding great restaurants!

It's a privilege to serve as a guide with something so personal and important as your finances. I invite you to experience the dedication, focus and time you deserve. It all begins with a conversation – let's get started.

My Focus Areas:
401(k) Options | Business Retirement Plans |College Education | Estate and Legacy Strategies | Asset Allocation Strategies | Financial Analysis | Financial Strategies | Life Insurance | Mutual Funds | Portfolio Review | Portfolio Strategies | Strategic Planning | Retirement Planning | Wealth Preservation Strategies

Focus areas

  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Home Improvement
  • Community Outreach

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 06:30PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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