I'm passionate about using the skills and knowledge I have developed over the years to help others organize their financial lives and pursue financial confidence. I truly enjoy building relationships with our clients and their families, and strive to deliver excellent customer service and provide value.
Credentials, Experience & Education
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Federal Employee Benefits ConsultantSM
- Executive Certificate in Financial Planning- John Carroll University
- Bachelor's in Business Administration - Baldwin Wallace College
- 20+ years of experience
Professional Affiliations
- Financial Planning Association of Southern Arizona, Member
- Southern Arizona Estate Planning Council, Member
- National Active and Retired Federal Employees Association (NARFE), Board Member
Role within Aspire Wealth Partners
- Partner
- LPL Financial Advisor
- Business Development
- Service and Relationship Management
- Asset Management
Personal Interests
- Born and raised in Ohio
- Married to Bill
- Animal lover
- Attending Broadway in Tucson performances
- Concerts / live music events
- Travel and scuba diving