Financial Advisor | Senior Vice President, Investment Officer

As a Financial Advisor, I am dedicated to helping individuals develop investment strategies that line up with their needs, goals, and risk tolerance. My mission is
to provide every client with targeted, comprehensive financial advice and investment management - delivered with the highest level of personal service and
professional integrity. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not
a single event - it is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. That is why we work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although we do not provide tax advice, we
will help you stay current with tax law changes and estate plan issues to help preserve your wealth - now and for generations to come.

I began my career in 1980 with Prescott, Ball & Turben, Inc. as a Sales Assistant and continued to advance throughout my career as Wire Operator, Operations
Manager and Branch Manager of the New Philadelphia office and finally Financial Advisor. In my former role as Branch Manager at Wells Fargo Advisors, I had attained Platinum Council Managers status in 2012. The 2012 Platinum Council Manager (previously Premier Manager) distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives. I have over 40 years of experience in helping clients to better understand their financial situations. I review our client portfolios, meet with clients to review their accounts, and help to ensure all their investment needs are met. Contact me any time you have any questions, and I will be sure to respond promptly to your request.

In my time away from work, my husband and I enjoy spending time with our two daughters, Jessica, Ashley and her husband Andrew and our son Nick and his wife
Anna and their daughter Nora. We are also active members of Rivertree Christian Church and sponsors of three children through Compassion International.

Senior Client Service Advocate

Leslie Hoover is a Senior Client Service Advocate with 23 years of experience and holds a Notary designation. Leslie’s primary responsibility is to maintain a professional and organized environment. She manages all incoming calls, schedules appointments, and the day-to-day servicing of our clients’ accounts so they receive an elevated level of personal service. Leslie’s job allows her to build a meaningful, professional, and personal relationship with our client’s. In her spare time, you can find Leslie cheering on her granddaughter at her softball games, tending to her flower beds, putting puzzles together and enjoys diamond art painting. Leslie cherishes quality time with family.