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Here to act in your best interests
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.
CERTIFIED FINANCIAL PLANNER™
Associate degree, Columbus State University
Visit one of our Locations
Columbus I - Columbus
8800 Lyra Drive
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 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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.