With over two decades of providing service to many of our clients, I am depended on for my expertise and knowledge of our multi-generational relationships. I enjoy educating people about their finances and am able to help clients with technical planning questions, life-altering decisions, transitioning into retirement, or small requests.
Before joining Raymond James in 1999, I held a financial-services-focused career for over a decade, with my last position at New England Financial. My experience includes retirement planning, portfolio analysis and design, investment screening, insurance, and marketing. A credentialed professional, I earned my bachelor’s degree from The Ohio State University, and hold the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. I have an Ohio life and health insurance license and Series 7 and 63 securities licenses. I am currently working on obtaining the Retirement Income Certified Professional (RICP) designation.
When not working with clients, I lead a group of Raymond James offices in central Ohio that unite to pool resources for client events and to share best ideas. I am also a member of the First Community Church and advocate for Lifeline of Ohio. I love to play pool (billiards) and am a former city and state champion. Prior to a career in financial services, I coached, judged, and taught gymnastics.
Originally from Dublin, Ohio, I currently live in Powell with my husband, Bruce. We have two adult children, Mallory and Brendan.