State
Ohio
Description
Advice built around you — and your life
Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.
With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.
Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.
40 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Financial Planning for Small Business
- Business Retirement Plans
- Investment Management
- Wealth Preservation Strategies
- Estate Planning Strategies
- Insurance
- Women's Financial Strategies
- Retirement Planning Strategies
Qualifications
- CLU® Chartered Life Underwriter®
- ChFC® Chartered Financial Consultant®
Education
- Cleveland State University, BBA, Business Economics
Awards & recognition
- Five Star Wealth Manager, 2014 - 2025
Professional associations
- Society for Human Resource Management
- Estate Planning Council of Cleveland
- Association of African American Financial Advisors
Previous experience
- United States Air Force, Sergeant, 1980-1986
- United States Air Force Reserves, Master Sergeant Retired, 1988-2002