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Here to act in your best interests
I consider my clients a part of my family, and I'm dedicated to taking care of them and watching them work hard to achieve their financial goals. In my spare time, I enjoy working out and spending time with my family and my three dogs.
Bachelor of Arts, Morehead State University
Visit one of our Locations
Cincinnati I - Cincinnati
100 East Business Way
Summit Woods I Building, Suite 360
Cincinnati, OH 45241
10100 Innovation Drive
Miamisburg, OH 45342
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 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 insight as well as our client service associates who can provide you with additional resources and support.