As your trusted financial partner, my number one commitment is to help you pursue your financial goals. I use a continual process to: understand your objectives and priorities; present and implement a financial plan based on your goals and risk tolerance; have ongoing conversations about your progress and work with you to adjust your plan as necessary. My second commitment is to help you preserve your wealth and legacy by collaborating with your tax and estate advisors and by “planning for the unplanned” life events that could negatively impact you and your loved ones’ financial security.
I earned my BBA from the University of Cincinnati and have over 22 years of experience in investment and financial services. Seeking to continually expand my knowledge through industry-specific coursework, I became a Certified Financial Planner® professional in 2012.
As a CFP® professional, I pledge to:
- Act with honesty, integrity, competence and diligence.
- Act in clients’ best interests.
- Exercise due care.
- Avoid or disclose and manage conflicts of interest.
- Maintain the confidentiality and protect the privacy of client information.
Throughout my career as a financial advisor, I have served in many leadership roles, trained other financial advisors and taught investment education courses to the public.
Outside of work, I enjoy spending time with family, playing sports, coaching my kids and giving back to my community through various volunteer roles.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
