With more than 25 years of experience, I’ve built my practice around one simple belief: financial planning should bring clarity and confidence, not complexity.
I work with individuals, families, and business owners in fields such as healthcare, construction, engineering, sales, and executive leadership—people managing demanding careers while also planning for the life they want to build. My goal is to help simplify financial decisions so clients can stay focused on what matters most to them.
My approach goes well beyond managing investments. I take a holistic view of each client’s financial life, helping coordinate the many moving parts that come with today’s evolving financial landscape. Whether navigating long-term goals, major life transitions, or everyday financial decisions, I focus on practical strategies designed to support both financial independence and personal priorities.
I earned my Bachelor of Science in Business Administration with concentrations in Economics and Finance from Ohio Dominican University and completed earlier studies at The Ohio State University. This diverse background has shaped my analytical approach and commitment to helping clients make thoughtful, informed financial decisions.