Our Difference

Service that mirrors your personal style

From the moment you start working with us, we believe you’ll feel welcomed! We aim to have a distinct communication style that shows we care and that complements our strong focus in helping you achieve your financial goals.

We believe what ultimately sets us apart is our unique passion and care for helping people achieve their financial success. People don’t care how much you know until you show how much you care.

Understanding Your Needs

  • We strive to help our clients feel understood and in turn to help them understand all aspects of their financial livelihood. We listen, something a lot of financial advisors fall short on.
  • We feel our clients typically like to discuss their issues, concerns, and fears in more detail. Therefore, we ask questions and listen a lot.
  • We believe our clients value one-on-one communication through in-office meetings, or Zoom, and appreciate the ability to call or email us anytime.
  • Our focus is to reduce the anxiety that investing can cause our clients by listening to their concerns, empathizing with their issues, and by giving our clients all the information they need to know before they make financial decisions.

Specifically for Women

  • Our team understands that whether a woman is coming from a career as a stay-at-home mom or a high-level corporate executive, it’s normal to feel completely overwhelmed and afraid by her divorce, being widowed or another major life change, and the associated financial issues that come with it.
  • We can relate to women going through transition. Lis experienced divorce, financial uncertainty and raising three children all on her own.
  • We can relate to the juggler role that all women have and adapt our communication to the way you personally like to receive info, and we aim to break down complex financial topics and relate it to a person's individual financial life.
  • We make sure to consider a crucial question in all financial matters that holds extreme importance to women: “How will this impact my family?"

Schedule your complimentary consultation today.
Our Location

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (OH). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX