About Me

For over two decades I've helped clients address their financial concerns. Life presents different financial challenges and I hope to be the one to offer financial advice for each challenge. I can help you make the most of what you have in all aspects of your life, from saving when you start a new job or saving for your kids' college fund, if you're going through a divorce, need help with a 401k rollover or you're planning for retirement. I make sure you have the right team in place: an estate plan lawyer, CPA for your taxes, life insurance and more.

 

I earned my undergraduate degree in Marketing from the University of Akron and hold the Series 7,63, and 65 registrations. I feel that volunteering is an important part of my life. Over the years I have been involved in Mobile Meals, Haven of Rest, Akron Food Bank and Junior League of Akron.

 

I strive to help individuals, families and businesses with the financial advice they are needing no matter what stage of life they are in. I believe client service is very important and my clients feel that I have their best interest at heart.

Contact me today to set up a meeting and find out more about what I can do for you.