With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
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