Each day, I have the opportunity to help clients fulfill their dreams and avoid big mistakes — and walk with them over the hills and through the valleys of their journeys in life.
Who we are in this world is shaped by what we experience and what we believe. Some of my own personal beliefs are that: both partners in a relationship should have shared financial knowledge; few people get through this life unscarred or unscathed; and, we do best when we team up together.
Our clients strive to be good stewards of their wealth and I know they rely on us for advice consistent with that objective. I listen to clients to gain a clear understanding of their concerns and goals before customizing and implementing an investment strategy. Clients tell me they appreciate the time my team and I take to explain investment decisions carefully. They also benefit from the resources and depth of expertise on our team and at Baird.
I received my Bachelor of Arts from Miami University (Ohio). I am grateful to serve the community through work with the Urban Ecology Center and Christ Church Episcopal. In my free time, I enjoy rowing, biking, traveling, reading, and spending time with family.
My two adult children are each married and working in full-time careers focused on helping people.