My first and primary focus is on my clients: to meet and exceed their goals, whether it be retirement living needs and income; socially conscious investing; enhancing an outcome in divorce; health care and long-term care needs; paying for college or taking that amazing trip you have always dreamed of. My holistic and creative problem-solving approach to exceeding goals and expectations has added to my clients and their families long term success. I am committed to and believe in an exceptionally high level of customer service and strong relationships.

By focusing on strategic planning and execution, my goal is to deliver strong results. I work with families, individuals, executives, professionals, and companies to help meet financial goals through asset management; portfolio construction; liability management; retirement and income planning; education planning; estate planning, wealth transfer strategies and optimization of efficient tax strategies. Generating income is a critical piece in enhancing total return.  By utilizing sophisticated and holistic solutions we strive to meet and exceed income and growth goals.  

As the founder of 2nd Saturday Cincinnati-"What Women Need to Know About Divorce", I have partnered with hundreds of women to enhance their financial outcome, navigate the legal process, including child and spousal support and provide resources to address these needs and your future.  My process is thorough, yet I understand the questions go beyond simply financials.

I have earned the Chartered Retirement Planning Counselor™ (CRPC®) designation from the College for Financial Planning; the Certified Divorce Financial Analyst (CDFA®) designation from the Institute for Divorce Financial Analysts, the Series 7, 66 registrations and Insurance licenses. In addition, I am a Senior Portfolio Investment Manager.

I am a born and raised Cincinnatian, with roots in Wyoming (Go Cowboys!). I graduated from Indiana University with a BA and then flew for some sunshine to Florida.  I worked as a Regional Director at the Miami Herald while completing my MBA at the University of Miami. Currently I live in Blue Ash, Ohio with my fur baby, Nikko. When I am not in the office you can find me at the pool, playing golf, pickle ball, or in Chicago visiting my three kids: Michael, Jill and David.

“The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.”