Focus:
For more than 20 years, I have been dedicated to helping clients plan for retirement and make informed wealth decisions with clarity and confidence. My approach begins with listening—understanding what matters most to each client—and developing a personalized plan they can feel confident about. One of the most rewarding moments in my career is seeing the relief and excitement on a client’s face when they realize they’re ready to retire with a solid strategy in place.
It’s a privilege to serve Southeastern Ohio, particularly the historic village of McConnelsville where I was born and raised. Having an office here allows me to give back to the community that has always been home.
Background and Experience:
My career has spanned banking, management, and wealth advising, giving me a broad perspective on how to help clients navigate their financial lives. These experiences have reinforced the importance of integrity, patience, and truly taking the time to understand each client’s story.
In my role as a financial advisor, I guide clients through retirement planning, goal tracking, and life transitions. Every day, I aim to create meaningful connections—learning about each client’s journey and helping them take confident steps toward their future.
Away from the Office:
My husband and I enjoy cooking and tending to our vegetable and herb garden. We cherish time with our nine grandchildren, who keep us busy with their many activities, from soccer and football to basketball and baseball. With grandchildren in Cincinnati, Malta, and Dublin, there is always somewhere to be and something to cheer for!
I also love visiting Tennessee in the fall, where we spend our days hiking and enjoying the tranquility of waterfalls and mountain trails. At home, I’m an active member of the Morgan Hills Garden Club in McConnelsville, helping care for the flowers at the Grove and Courthouse and decorating the community for the holidays.
Text: (614) 782-8686