ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 2001. I help clients succeed by providing comprehensive financial strategies to clients through financial planning, trust and estate planning, investment management and insurance planning.

I live in Erlanger, Kentucky, and serve clients in the northern Kentucky and Cincinnati metropolitan area. I enjoy serving my community. I serve on the boards of the St. Elizabeth Foundation, Junior Achievement and Mary, Queen of Heaven school. When not working I enjoy attending my kids' sporting activities, playing sand volleyball and reading.

My areas of focus: Business owners, Retirees, Women

Education

  • Northern Kentucky University: Bachelor of Science, marketing and business administration
MY OFFICE

 

425 Walnut St PO Box 1118
Cincinnati, OH 45202

advisor address map to425 Walnut St PO Box 1118
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.