your trusted partner in financial planning.
Life gets hectic, I get it! It can be difficult to find the time to keep track of all of your investments and be confident that nothing is falling through the cracks.
That's where I come in! I've been in this business for 24 years. My registrations held with LPL include a Series 7, Series 66, and Series 24. I hold a Life, Health and Annuity Insurance License with the State of Ohio. And my CRPC (Certified Retirement Planning Counselor) designation is conferred by the College for Financial Planning.
I enjoy helping busy professionals and entrepreneurs take financial planning off their list. And I can help you, too!