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Here to act in your best interests

About me

I am a dedicated financial planner who considers my clients like family. I have a passion for helping people achieve their financial and retirement goals. I pride myself on making complex financial ideas easily understandable to help my clients feel comfortable. Outside of work, I enjoy playing golf and pickleball, spending quality time with my family, and cheering for Ohio State.

Education

Bachelor of Arts, Business Administration - Morehead State University

Visit one of our Locations

Cincinnati I - Cincinnati

100 East Business Way

Summit Woods I Building, Suite 360

Cincinnati, OH 45241

Dayton

10100 Innovation Drive

Suite 160

Miamisburg, OH 45342

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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