MY PROFESSIONAL APPROACH
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 as a financial advisor in the Canton office. I began my financial services career in 1981, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I enjoy spending time with my husband, Jeff, and our two daughters, Kelly and Elisabeth. As a family, we like to travel to the beach. I stay active in my community by organizing multiple fundraising events where I prepare and cook meals for hundreds of campers. In addition, I’m an avid dancer — I have danced since the age of five, instructed dance for 19 years, and competed in Ballroom Dance Nationally PRO-AM up to the Gold level where I have received multiple awards.
AREAS OF CONCENTRATION
- Asset Allocation
- Financial Planning Strategies
- Investment Strategies
- Retirement Income Planning
- Wealth Management
- Walsh College, Bachelor of Arts degree in Management and Finance
My Community Activities
- Girl Scouts of North East Ohio, Co-Leader
- Glen Oak Booster Club, Secretary
- Habitat for Humanity-Akron, Volunteer
- Sacred Heart of Mary Church in Harrisburg; Choir Member and Cantor