I began my career in accounting 30 years ago and with over a decade as a financial advisor, It is rewarding to help others. My focus is to better the lives of others through listening and problem solving. I strive to create a financial plan so that my clients can achieve their goals and look forward to carrying out their lives in retirement. My office is very service focused and relationship based. I focus on helping business owners, generational planning, pre-retirees, retirees, retirement income strategies, estate planning, legacy planning, and wealth strategies
My five children, Brody- Ross- Griffin- Avery -Addison- and I live in Upper Sandusky, Ohio with our rescue kitties, Butters, Cali, Meme, Milo, Goosie, and doggies, Miniature Golden Doodle, Oliver & Chocolate Lab, Gibby. My hobbies include Antiquing, traveling, listening to nature, and cooking
Beyond professional work, I enjoy being active in my community. I serve as the Vice President of the Marion Technical College Foundation Board, Secretary of the Wyandot Economic Committee and am a member of many other organizations that help our community involvement and growth. Throughout the year we host events to celebrate our clients and also organize benefits opportunities to help with several charities.
