With 23 years of experience in the financial services industry and over 15 years as a financial advisor, I am dedicated to helping clients achieve success as they define it. As a proud member of Money Quotient and the XY Planning Network, I focus on delivering financial guidance that balances technical expertise with a deep understanding of each client’s unique values and goals.
I hold a Bachelor of Science in Corporate Finance from the University of Akron, graduating Cum Laude, and have earned the Accredited Asset Management Specialist™ (AAMS®) designation. My approach emphasizes a commitment to lifelong learning, ensuring I stay at the forefront of the financial planning profession.
My belief about money is that it should be used as a tool to accomplish and achieve things, not be the end result or ultimate goal. By combining practical strategies with a genuine passion for client empowerment, I aim to make financial planning a transformative and rewarding experience for every client.


