I have had the pleasure of working with individual, family, and business clients since 2015.  I am passionate about helping people achieve their financial and planning goals.  I assist clients in planning not only for their financial goals, but also for their life and legacy goals.  If a client of the team has more in-depth questions about trust and estate planning, I am the typically involved in the conversation.  After joining the team, I earned my B.S. in Financial Planning from Franklin University, a M.S. degree in Personal Financial Planning from The College for Financial Planning, and the CFP® designation.  I am happy that my clients are like family and that I get to work with wonderful people every day.

I have lived in Zanesville, Ohio most of my life and have been involved in many community organizations over the years.  I currently serve on the board of Transitions, Inc., a domestic violence shelter who serves victims of three counties in Ohio.  I am an active member of the Zanesville Kiwanis club in which I have served as a board member, club president, and Lt. Governor.  I also serve as a board member for Bethesda Healthcare as giving back to the community is near and dear to my heart.

I love to spend time with my family and friends, and I enjoy entertaining at my home.  Boating, riding ATV’s, traveling, and swimming are what I try to do in my spare time.  My family and I are avid Ohio State Buckeye fans!  My husband Matt and I have a daughter Emma who keeps us busy with volleyball, basketball, and 4-H.