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Here to act in your best interests

About me

I work with individuals and families by listening to their needs, hopes and dreams, and helping them develop a financial strategy to attain their goals. I pride myself on making complex financial ideas easily understandable to help my clients feel comfortable. Outside of work, I enjoy hiking, gardening and kayaking.



Chartered Financial Consultant®

Chartered Retirement Planning Counselor™

Chartered Life Underwriter®


Bachelor of Arts, Economics - Cornell University

Master of Science, Business Administration-Tax - University of Cincinnati

Visit one of our Locations

Cincinnati - Florence (Appt Only)

7310 Turfway Road

Suite 550

Florence, KY 41042

Columbus I - Columbus

8800 Lyra Drive

Suite 220

Columbus, OH 43240

Cincinnati I - Cincinnati

100 East Business Way

Summit Woods I Building, Suite 360

Cincinnati, OH 45241

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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