My mission is to help you live your best financial life. By listening to your personal story, I build goals-based plans which are custom tailored to help you prosper. I have a passion for collaboration, and my approach is geared towards enabling your success. Ask me about the value of bespoke advice.
My strongest relationships are with those in tech, engineering, and medical research, along with philanthropists and creatives. I find joy in helping my clients to take advantage of financial markets. By maintaining focus on you and your goals, I strive to build the trust required to effectively troubleshoot and implement strategies with positive results. Leveraging my 15 years of wealth management experience and 20 total years in finance, I focus on managing both retirement and taxable assets, estate planning strategies, charitable planning strategies, and navigating life transitions due to job change, marital change, new life, and end-of-life. I hold active FINRA Series 7 and 66 registrations and Ohio Accident and Health, Life, and Variable Insurance Licenses.
Philanthropy is an integral aspect to my practice and I am a charitable woman of action. I believe in strong financial literacy for our communities; a true advocate for the marginalized and underrepresented. I actively volunteer with multiple organizations and am happiest when helping and serving others.
Outside of work I love to create art. Pottery, floral arranging, cooking, and photography are just a few of my ongoing artistic endeavors. On the weekends you can find me with my husband, Ben, creating in the pottery studio or enjoying time with our family and friends.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
