I am a Certified Financial Planner® with nearly 30 years of experience spanning banking, trust, and investment management. A graduate of Cedarville University in Ohio, I earned my B.A. in Finance with a concentration in Investments. Beyond my professional work, I am deeply engaged in community service through the Rotary Club, the Financial Planning Association of Central Ohio, the United Way Board of Directors, and Lifewise. Together with my family, I am also an active member of our local church.