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My Firm

I have always been drawn to the world of finance, but it wasn’t until I started my own family that I truly realized the value of financial security and comfortability. After many years working with my father’s tree service and as a division manager in a corporate setting, I took the plunge into the financial services industry in 1996 and haven’t looked back since.

Today, with more than 19 years of experience, my passion for helping clients has never wavered. I truly enjoy finding opportunities for them and helping them feel empowered and capable of making financial decisions. I only offer objective advice and unbiased guidance. My clients’ needs come first and always.

From the moment I first meet with a client, I am focused on building a trusting and valuable long-term relationship and explaining financial concepts in a way that is easy to understand. I strive to develop a customized and diversified financial strategy in which the client feels confident and comfortable.

Based in Xenia, Ohio, I largely work with education professionals in the greater Dayton and Cincinnati areas, including Beavercreek, Bellbrook, Cedarville, Jamestown, and Springfield. I invite you to contact me to learn more about how I may be able to help you feel more financially confident in your future and retirement.