With over three 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^®), Retirement Income Certified Professional^® (RICP^®), and Chartered Financial Consultant^® (ChFC^®) designations. I have an Ohio life and health insurance license and Series 7 and 63 securities licenses.