Phone: (513) 852-4457Become A Member
I spent the first twelve years of my career as a CPA in public accounting, corporate financial planning, and nursing home administration, and joined Morgan Stanley in 2018. From my personal and professional experiences, I am passionate about empowering my clients to be financially prepared to navigate life transitions including divorce, a career change, and the long-term care concerns individuals and families are facing today. I concentrate on developing long-term financial plans for my clients, reviewing virtually all aspects of a financial plan including Insurance, Educational Funding, Investments, Long-Term Care Planning, and Estate Planning. I am a CERTIFED FINANCIAL PLANNER™, a CDFA (Certified Divorce Financial Analyst) and a non-practicing Certified Public Accountant. I attained my Series 7, 66 and life and health insurance licenses and completed my MBA in Accounting at the Kelley School of Business at Indiana University.
I serve as a Board Member for Companions on a Journey, a non-profit organization based in West Chester, Ohio, that provides bereavement and educational services to help those who grieve and educates those who do not understand the world of grief. I am also a member of the Cincinnati Academy of Collaborative Professionals. My husband and I reside with our three children in Maineville, Ohio.
The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
“The CBC has provided me the opportunity to network with other local business leaders. Being new to the area this has become a valuable resource.”