With over 21 years of banking and financial services industry experience in the greater Cincinnati area, I assist the advisors at Cornerstone Retirement Advisors, Inc., and their clients with account documentation such as ownership, beneficiaries, & trustees to help ensure their legacy continues without disruption. In addition, I provide assistance with account liquidity, accessing income or making contributions, with investor access, cash & lending solutions to aid with their lifestyle.
Having earned both a master’s in organizational management and bachelor’s in business administration while working and living in Michigan, I currently reside in Southern Ohio with my husband, Tom Cruse, and my two dogs.
I am an active member of the St. Patrick’s Parish in Maysville since 2007.
