I began my career in accounting more than 30 years ago, and after more than a decade as a financial advisor, I continue to enjoy helping individuals and families pursue their financial goals. I believe every successful financial plan begins with listening, allowing me to create personalized strategies that help clients prepare for retirement and build confidence in their financial future.
My practice is built on relationships, trust, and exceptional service. I work with business owners, pre-retirees, retirees, and families, specializing in retirement income strategies, wealth management, estate and legacy planning, and generational wealth planning.
My five children—Brody, Ross, Griffin, Avery, and Addison—and I live in Upper Sandusky, Ohio, along with our rescue cats and dogs. Outside the office, I enjoy antiquing, traveling, cooking, and spending time outdoors.
I believe in giving back to my community and proudly serve as Vice President of the Marion Technical College Foundation Board, Secretary of the Wyandot Economic Committee, and support several local organizations and charitable events throughout the year.
