I’ve been working as a Financial Advisor since 2010 and am currently an LPL Financial Advisor in Hermitage. I’ve earned both the
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Certified Divorce Financial Analyst (CDFA®) professional designations.
To provide comprehensive service, I regularly collaborate with a team of CPAs, attorneys, and other trusted professionals, always keeping client information confidential. I am proud to serve a variety of clients with wide-ranging goals.
I specialize in navigating women through major life transitions, including divorce and widowhood. I often work with multi-generational families to develop customized wealth transfer strategies. I also help business owners create strategies for business succession, asset growth and tax liability mitigation.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals and money management. I pride myself on creating mutually beneficial and respected long-term relationships with my clients and their families. It’s very satisfying as a community member to know that I’m helping many of my neighbors pursue the financial future they visualized.
Outside of my financial planner role I enjoy golfing, traveling, and volunteering. I support my community by serving on local non-profit boards. I also served as an inaugural member of LPL Financial's Advisor Inclusion Council.
I may only discuss and/or transact securities business with residences of the following states: CA, FL, OH, PA, TX, VA, WV. Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Experience
LPL Financial
CFP®, CDFA®
December 2010 - Present
National City/PNC Bank
Licensed Financial Consultant
June 1998 - December 2010 (12 years 7 months)
Education
Youngstown State University
Master of Business Administration (M.B.A.) · (1999 - 2001)
Slippery Rock University of Pennsylvania
Bachelor of Science (B.S.), Business Administration · (1994 - 1998)