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Here to act in your best interests

About me

Since becoming a financial planner in 1997, I have had the pleasure of helping my clients identify and address their greatest and most pressing financial needs, concerns and goals. I always strive to tailor a financial plan to each person’s unique situation. Outside of work, I love exploring mid-century modern architecture. I also enjoy hiking, kayaking, biking and sailing, especially with my twins.




Associate degree, Columbus State University

Visit one of our Locations

Columbus I - Columbus

8800 Lyra Drive

Suite 220

Columbus, OH 43240

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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