The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
As an independent financial consultant, I am dedicated to helping individuals and business owners build and protect their financial future. To do it right takes planning and commitment. Together we map out your priorties and establish a framework to meet your goals. I often say I have the best career in the world. Where else can I spend face to face time with individuals and make as big an impact on their future?
My clients' needs range from a singular account to comprehensive financial planning, leading to planning for the entire family.
Through an "open architecture" of solutions available through my firm, distributors, and network affiliates, my clients have access to hundreds of companies & affiliates who are leaders in the financial industry. This diversification & expansive network gives me a broad depth of strategies to offer to you...putting us both on the SAME side of the table working to meet your goals!
Strategies such as:
Prior to my financial career, I gained valuable corporate experience and training through P&G, GE, and United Healthcare.
I am proud mother of twin sons, one graduated from The Ohio State University and the other honorable serves our country after attending Ohio University.
My hobbies include hiking, backpacking, sailing, gardening, football, real estate, and volunteering
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.