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221 East 4th St Atrium Two 22
Fl
Cincinnati, OH 45202

Phone: (513) 852-4457

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MY MISSION STATEMENT

I am committed to excellence in service and passionate about helping my clients build wealth with a personalized touch.

MY STORY AND SERVICES

As a Financial Advisor at Morgan Stanley, I provide financial planning and investment management services to individuals and families across the US. I joined Morgan Stanley after twelve years as a CPA serving corporations, to be an advocate for my clients, and to serve those seeking financial guidance. I believe every individual deserves the opportunity to engage in an objective financial discussion concerning their current finances, investments, and future objectives. I strive to build long-term client relationships and am committed to being a trusted financial advisor.
Services Include

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.

Disclaimer:
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.

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