picture of a planner

Here to act in your best interests

About me

Being a financial planner gives me the opportunity to work with a wide variety of clients who each have different financial needs and dreams. Together, we align on their lifelong goals and create a plan they can follow that enables them to achieve a financially secure future. Outside of work, I love spending time with my two daughters.


Certified Fund Specialist®

Chartered Retirement Planning Counselor™

Visit one of our Locations

Cincinnati - Florence (Appt Only)

7310 Turfway Road

Suite 550

Florence, KY 41042

Cincinnati I - Cincinnati

100 East Business Way

Summit Woods I Building, Suite 360

Cincinnati, OH 45241


8889 Pelican Bay Blvd

Suite 401

Naples, FL 34108

Tampa - East (Appt Only)

10150 Highland Manor Drive

Suite 200-232

Tampa, FL 33610

Tampa I - Westshore

4221 West Boy Scout Blvd

Suite 190

Tampa, FL 33607

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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