A native of Buffalo, New York, I earned a B.A. in Social Work and Psychology from Michigan State University and an MSW from Wilfred Laurier University. After practicing in the field for 8 years, I went on to earn an MBA from Boston University and worked for 20 years in corporate America in both public and private companies in a variety of industries, from high tech to consumer products and ship interior building. I held positions in the areas of financial/business analysis, strategy, and senior management positions overseeing operations, finance, and human resources. After years in corporate America, I got the entrepreneurial bug and decided to purchase a boutique flooring company franchise.
Upon determining that the franchise model was not all it professed to be, I decided to exit the business, pivot, and leverage the skills and knowledge I had gained throughout my diverse career. My decision to become a financial advisor was inspired by my own personal experience of a difficult divorce in the midst of the 2008 financial crisis, when I realized that I’d neglected to assume responsibility for my own personal financial wellbeing. I worked hard to successfully build a new life for myself.
I have thoughtfully developed my knowledge, skills, and processes to help people find the support and insights they need to navigate their personal financial life successfully. I have my Life & Health license, Series 6, 63 and 65 securities registrations, as well as the Retirement Income Certified Professional (RICP) designation. I work collaboratively with other professionals such as attorneys, CPAs, property and casualty insurance agents, and others to ensure my clients are surrounded by the right team to help them achieve their goals.
I live with my husband Bruce in Columbus OH. I have a daughter, Elyse, who lives in New York City with her husband, Mohit, and teaches elementary schools in Harlem, New York. My daughter and I are currently writing a series of children's books to help inner city kids aged 7-9 learn about money and how it works. We plan to supplement the book with supporting materials for teachers to promote in-class discussion and learning. I love rowing, hiking, traveling, reading, cooking, and learning about (and drinking) good wine.