Focused on Your Goals

Welcome to my website.

As a New York Life Agent since 2015, I work as an important member of my clients' financial team.  

Whether individually, or as part of a formal employer-employee relationship, I help clients establish financial strategies that support specific goals and desires.  Often this means putting safeguards in place to protect assets and/or debt so peace of mind in retirement or an extended health care situation can be enjoyed.

The bulk of my practice is educating and walking alongside people going through transition.  I have particular expertise in working with clients navigating change- planned or otherwise.  

Specifically, I help clients going through divorce, death, and welcoming in new members of the family through birth or marriage/re-marriage.

Proper estate management is essential in these delicate scenarios, and quite often it is life insurance that protects promises made, and provides equalization to heirs.

If required, I communicate in the Spanish language.  Hablo Español.

My office is located in Southeastern Ohio, but I hold licenses to work in several states.  This keeps me on the road consistently working with clients coast to coast.   

If you are looking for a financial professional who employs a personalized holistic approach with her clients, I'm your person. 

Connect with me today for a free consultation to see if I am the right fit for you, your family, or your business.

I am ready to put my expertise and experience to work for you!

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